Our Qualifications


Granite Bay Financial Strategy was founded by Gene Williams, Jr. in 1999.  His career began in 1978 at Merrill Lynch and he has continued to offer financial services to his private client group for the last 35 years. 

Granite Bay Financial Strategy offers clients an impressive depth of knowledge and experience in investment planning, insurance, and estate planning. 

Our professionals are well versed in a number of financial disciplines.  Our combined education and experience positions us to offer broad-based financial guidance to our clients.

To meet with a Granite Bay Financial professional, contact us today.