Broker Check
William Poole

William Poole

Financial Professional

William has been running his financial services practice since 2010. As President of WSPFS, he focuses on investment management and the retirement planning needs of individuals, families and small businesses. His experience in the insurance industry allows him to help his 600 clients find life insurance, disability insurance and long term care insurance. His skills have earned him the respect of his clientele, which includes high net worth professionals, executives, superintendents, and business owners. William has helped his clients develop investment strategies utilizing managed funds, defined contribution plans and retirement income planning. Furthermore, he has introduced his clients to estate planning concepts, which helped effectively reduce their estate taxes by using a variety of wealth transfer techniques. William is able to tailor investment and risk management programs to achieve a client’s objectives based on their personal level of risk tolerance and life planning goals.