What is J Williams Personal Financial Planning, INC.'s NAICS code?

J Williams Personal Financial Planning, INC.'s NAICS code is 52 (Finance and Insurance).

Insights

Niche Personal Focus J Williams Personal Financial Planning specializes in personalized financial planning and long-term client relationships, offering opportunities to cross-sell comprehensive wealth management, estate planning, and retirement services tailored to individual client needs.

Regional Client Base Located in Tehachapi, California, the firm’s regional presence allows for targeted outreach to local high-net-worth individuals and small business owners seeking localized, personalized financial guidance and services.

Asset Management Growth Recent investments in diverse asset classes, including ETFs, equities, and financial products, indicate an openness to expanding investment offerings, providing avenues for promoting new funds, advisory products, or managed account services.

Tech-Enabled Service Utilizing advanced web technologies like React and Nginx supports digital engagement, presenting opportunities to enhance online client onboarding, portfolio tracking, and remote financial advisory services to attract tech-savvy clients.

Market Expansion Potential With a revenue range of 1 to 10 million and a focus on relationship-based advice, there is potential to upsell premium advisory packages, financial planning tools, or specialized investment strategies to existing clientele and prospects in adjoining demographics.

J Williams Personal Financial Planning, INC. Tech Stack

J Williams Personal Financial Planning, INC. uses 8 technology products and services including jQuery CDN, GoDaddy Domain Parking, React, and more. Explore J Williams Personal Financial Planning, INC.'s tech stack below.

jQuery CDN

Content Delivery Network

GoDaddy Domain Parking

Domain Name Services

React

Javascript Frameworks

OWL Carousel

Javascript Libraries

Animate.css

UI Frameworks

GoDaddy

Web Hosting

Nginx

Web Servers

OpenResty

Web Servers

J Williams Personal Financial Planning, INC. Email Formats	Example	Percentage
First.Last@npbfg.com	John.Doe@npbfg.com	100%

J Williams Personal Financial Planning, INC. Email Formats

Example

Percentage

First.Last@npbfg.com

John.Doe@npbfg.com

100%

Frequently Asked Questions

Where is J Williams Personal Financial Planning, INC.'s headquarters located?

J Williams Personal Financial Planning, INC.'s main headquarters is located at 413 South Curry Street Tehachapi, California 93561 United States. The company has employees across 2 continents, including North AmericaEurope.

What is J Williams Personal Financial Planning, INC.'s phone number?

You can contact J Williams Personal Financial Planning, INC.'s main corporate office by phone at

+1-661-822-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is J Williams Personal Financial Planning, INC.'s official website and social media links?

J Williams Personal Financial Planning, INC.'s official website is npbfg.com and has social profiles on LinkedIn.

What is J Williams Personal Financial Planning, INC.'s SIC code NAICS code?

J Williams Personal Financial Planning, INC.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does J Williams Personal Financial Planning, INC. have currently?

As of April 2026, J Williams Personal Financial Planning, INC. has approximately 3 employees across 2 continents, including North AmericaEurope. Key team members include Founder/Financial Advisor: R. O.Director: K. W.Director: T. W.. Explore J Williams Personal Financial Planning, INC.'s employee directory with LeadIQ.

What industry does J Williams Personal Financial Planning, INC. belong to?

J Williams Personal Financial Planning, INC. operates in the Financial Services industry.

What technology does J Williams Personal Financial Planning, INC. use?

J Williams Personal Financial Planning, INC.'s tech stack includes jQuery CDNGoDaddy Domain ParkingReactOWL CarouselAnimate.cssGoDaddyNginxOpenResty.

What is J Williams Personal Financial Planning, INC.'s email format?

J Williams Personal Financial Planning, INC.'s email format typically follows the pattern of First.Last@npbfg.com. Find more J Williams Personal Financial Planning, INC. email formats with LeadIQ.

When was J Williams Personal Financial Planning, INC. founded?

J Williams Personal Financial Planning, INC. was founded in 2008.

J Williams Personal Financial Planning, INC.

Financial ServicesCalifornia, United States2-10 Employees

Our mission is to help our clients and their families obtain financial peace of mind, thereby allowing them to pursue other interests.  We do this by providing direction with their investments and emotional support during periods of market volatility and life-changing events.  Our desire is to earn the confidence and trust of our clients through our total commitment to honesty and integrity.  Our goal is to consistently demonstrate our professionalism and excellence in everything we do.  Our motto is to communicate a sincere, caring attitude toward every client and to always place our clients' financial well-being first.

We provide a full spectrum of services in a personalized financial plan and assist our clients in making well-informed, intelligent decisions.  We strive to go beyond expectations.

Our philosophy is "Personal Financial Planning"; in result, we accompany our clients through every stage of their lives creating a lifelong relationship.  This principle of doing business is our foundation.

Insights

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