Long Tenured Client Testimonials
Tenured Client Testimonials
We asked our clients who have worked with us going back to 1989 if they would mind sharing their experience, and tell their story about their relationship with our firm.
Treated Like Family
We feel the most valuable aspect of working with Ron and all the people at Empower is that we are treated like family. No question is too trivial and your responsiveness is second to none. Someone always gets back to us immediately and responds to address any problem or issue we might have.
Ron and all the team members at Empower are experts in their field and do not hesitate to address any concerns we might have with our financial plans and or investments. We were particularly impressed with the work that goes on behind the scenes with how everyone pays attention to the details. Setting up the interfaces with our financial institutions to ensure our monthly distributions are handled properly and in a timely manner. This is also very important at tax time, which makes filing our taxes as easy as possible.
As we are one of Ron's oldest clients, I can say that our relationship has been nothing but positive. Ron's expertise and vision is amazing. He lives and breathes Financial Planning, with an emphasis on planning, both for the client and for the firm. He is always thinking ahead and never hesitates to change course based on sound facts and principles to avoid the pitfalls of those companies that put their values and goals ahead of their clients. Without question, the
people who we have referred to work with Ron and Empower have been extremely happy and continue to thank us for connecting them with Ron and his staff. With Ron's guidance and vision, we all sleep very soundly at night, knowing that our financial future is in the best of hands.
Len and Lucinda – Clients since 1992
Hartford Insurance Retirees
Looking out for the Best Interest of Our Family
Deciding on a financial planner was a major decision when we were facing retirement. Ron Williams made us feel comfortable on day one and we have never regretted our decision. His knowledge of all aspects of financial planning still amazes me after being a client for more than 15 years.
There are many reasons to be with Empower Financial Advisory but one we value the most. If something happens to me or my wife, I know that Ron and his company would be there still working and planning with our best interest in mind for our family. And that level of enthusiasm and thoroughness is shared by his whole team. We always feel like a family member when visiting the firm during our periodical meetings.
Financial planning is really a lifetime job. Someone is always planning for your future, starting with your parents. Discussing your finances can be a very personal, private, and sometimes difficult subject. Who better to plan for your financial future than a company with a great track record, an enthusiastic team, and with a satisfied group of clients that all came to Empower from recommendations of other clients.
Alex Sobchuk -- Client Since 2008
Hartford Insurance Retiree
Comfort to Relax and Enjoy Retirement
Ron Williams has been our financial advisor for 20+ years. I was initially given his business card by a trusted co-worker, also a client of Ron's. My co-worker advised that it's good to have an
advisor you are comfortable with before you retire; someone who can help you navigate all the decisions that need to be made to ensure a happy and successful retirement. My wife and I are very thankful that we heeded this advice.
Ron and the entire team at Empower are a pleasure to work with. Everyone is friendly, professional and very accommodating! No question goes unanswered, no matter unresolved. A great team!
With Ron as our financial advisor, along with the support of the Empower Team, we can relax and enjoy our retirement years. It has given us peace of mind, even when the 6 o'clock news delivers the opposite. Ron reminds us often that we have a plan, a financial plan that we will always act on and for that, we are very grateful. We are in good hands.
Ed and Joan Hanrahan – Clients Since 2004
Raytheon Technologies (RTX) Retiree
A Clear Mission to Serve Clients
We first met with Ron Williams in 2011 when Sue’s position at The Hartford was outsourced after 36 years of employment. Our first question was could we retire and when. After our first 3 meetings, Ron confirmed we were financially sound and could retire immediately (although Bruce continued to work for another year) and thus our journey began.
Ron and his team have a clear mission to serve their clients and help everyone meet their retirement goals. The team gets to know you on a personal level and knows what matters most to you. Since signing on with Ron, we built a winter home in Florida, went on several cruises and trips abroad and have gifted money to our children.
We appreciate that Ron is intellectually curious and a lifelong learner which is key in his profession. The entire team is open to new ideas and they are committed to technical knowledge skills. Ron is so passionate about his job and his desire to do well for his clients.
Empower Financial Advisory gives us piece of mind regardless of the market swings. The quarterly personal meetings, the State of The Markets, the reports provided and reviewed at the meetings all contribute to the value they bring to us and every client.
We have recommended Empower to several of our family and friends, who along with us, are happy to have such a great team managing our money and investments enabling us to fully enjoy our retirement.
Sue and Bruce Tracey – Clients Since 2011
Hartford Insurance Retiree
Focused Planning and an Exceptional Team
Roberta and I first connected with Ron Williams in 2006. What we both immediately liked was that Ron was ‘normal’. Not some robotic, no personality, corporate finance dork. He was funny, personable and very smart. Ron openly admits he is a finance geek. We actually enjoy listening to him 'geek out' even though we barely understand half of what he is saying. It's obvious he loves what he does. When Ron started his own firm, Empower Financial Advisory, we signed on without hesitation.
Since then, Ron and his team have been laser focused on positioning, balancing and rebalancing our assets for maximum yield with minimum risk and minimum tax liability. The Empower team is exceptional. They always respond very quickly to any question, even the dumb ones. If you need paperwork, you'll have it within an hour
Our quarterly meetings with Ron and the Empower team are invaluable for keeping us apprised of the status of our portfolio, discussing strategies to adjust to current Market trends and for conversations about accommodating any extraordinary expenditures we might have.
Through their guidance, Empower has provided us with a secure financial road map to our 'Golden Years'.
Steve and Roberta – Clients Since 2006
Hartford Insurance and Red Thread (formally BKM) Retirees
Long Term Relationship, Expertise and Trust
What immediately comes to mind is the caring for us as individuals, understanding our needs, and building a long-term relationship. Second would be the overall expertise and knowledge that the firm has both within and the various fund managers. Third would be trust. Trust that the money we spent our whole lives saving will be properly managed and allow us to enjoy our retirement years.
The team is great to work with. Communication and follow-up are very important and the team excels at this. Everything is documented and the planning process continues to be refined and enhanced with new tools and functionality. The willingness to evolve indicates a healthy team!
Peace of mind. We used to worry about money a lot before working with Empower. Not anymore. We seldom look at our portfolio knowing that the daily volatility does not impact us. We have a plan that is designed for us and is being managed by caring professionals!
One more point. When I talk with other people about financial advisors, I sometimes hear about the fees that are paid and how "expensive " they are. I try and explain to them the value of peace of mind but when that doesn't work, I say to them, what do you do when your car breaks down? Or your roof leaks, or your air-conditioning doesn’t work? Do you repair it yourself? Do you have the expertise or experience to repair it? Or do you take it to a professional. Now let's think about something you have that is potentially worth much much more than your car or home.... your retirement savings. Do you have the expertise to do that? I think not.
Rick and JoAnn- Clients Since 2010
Hartford Insurance Retiree
Building Relationship Through Exceptional Service
Linda and I were introduced to Ron Williams over 15 years ago.
During the years that we have been with Empower FA, there have been quite a few hiccups in the financial world. Empower FA has always been available to answer any questions or concerns we may have and helped guide us through
those trying times. As an example, Linda had a 403b from her previous employment that was not really performing well. Ron Williams and Empower FA developed a plan where she could slowly transfer the account to Empower FA so it could be managed by Empower FA. This took about 5 years, but we were apprised every step of the way. A special thanks to Sanela, who worked diligently to get the transfer completed.
Besides our business relationship with Empower FA, we have developed a personal friendship with many of the staff. We are extremely pleased with the service we receive from Empower FA and are very happy with our financial plan. We have recommended Empower FA to friends and relatives and will continue to do so in the future.
John and Linda – Clients Since 2007
Retired – Hartford Police/ East Windsor Board of Education
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