Secure Your Real Estate Purchase with Expert Advice from Lidia Cruz Whitmoyer.
Experience tailored Title Search and Escrow solutions with Lidia Cruz Whitmoyer, a Sales Executive for WFG Title. Guiding you securely into the future of Real Estate purchases.
It’s the Little Things
A great close is more than seamless; it’s remembered. Our dedication to excellence is evident in every precise detail because we know it’s the sum of these details that forge not just successful transactions, but enduring relationships. It’s where innovation meets dedication, and where our commitment to authenticity makes every interaction not just a moment, but a milestone.
Because it’s the little things that make big things exceptional.
Welcome to WFG’s Lender Services
One-touch ordering for all services
Integration and product delivery through your LOS
Personalized experience
One-call settlement coordination and answers to title questions
85…It’s More Than Just a Number
That’s our Net Promoter Score. It is a testament to the unparalleled satisfaction we bring to YOU!
At 85, we’re nearing chart-busting status and overtaking some of the most iconic brands globally.
Net Promoter Score is the service mark of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.
Comprehensive Tax Strategy Services
Comprehensive title insurance solutions ensuring property rights protection, risk assessment, and seamless real estate transactions for buyers and sellers.
Investment Strategy and Management
Offering comprehensive title services including title insurance, escrow, and closing services for residential and commercial real estate transactions.
Testimonials
Jasmine Richards
Really solid advice on estate planning and tax strategies. Williston made the whole process straightforward and stress-free. Highly recommend Lidia's team!
Monica Chandler
Tried several advisors, but Williston’s tax strategies and retirement planning really stand out. Efficient and personalized, much better than past experiences.
Thomas Krazinski
Explored several investment options before. Williston’s management tailored my portfolio optimally, steady growth noticed. Quite satisfied with their approach and results.
FAQs
Your Questions Answered: Guidance on Financial Services at Williston
What makes Williston Financial Group unique in their services?
Williston Financial Group combines personalized strategies with deep market insights to tailor solutions to each client's needs.
How does Williston Financial Group ensure the security of my financial information?
We use encrypted communications, secure file storage, and conduct regular audits to protect your data.
Can Williston Financial Group help with financial planning for small businesses?
Yes, we offer tailored financial planning services for small businesses, including cash flow management and strategic growth planning.
What should I bring to my initial consultation with Williston Financial Group
Bring financial documents such as tax returns, investment statements, and insurance policies.
How often will I meet with my advisor at Williston Financial Group?
Meeting frequency is adjusted based on your needs, typically we suggest quarterly reviews.
Is there a minimum investment required to become a client of Williston Financial Group?
No, we provide services to clients with various investment sizes. Contact us for more details.