Dynamic Financial Services in NY
As a trailblazer in financial services, Williamson Financial Group LLC offers bespoke solutions in employee benefits, annuities, and insurance. Situated in Valley Stream, we aim to empower businesses and individuals with financial clarity. Join us in revolutionizing your financial future. Contact us today at (917) 780 6519 or via email.
Integrity and Empowerment: Our Promise
Our mission is clear: provide exceptional financial guidance with a focus on integrity and accessibility. Through transparent communication and tailored solutions, we enable clients to confidently navigate their financial landscapes. We're dedicated to breaking down barriers and ensuring everyone has the knowledge and tools needed to secure their future.
Driven by Vision and Roots
From humble beginnings to a trusted financial partner, our journey has been driven by education and compassion. We started with a vision to transform financial planning into a relatable experience for all. Today, our familial roots inspire us to nurture lasting client relationships, fostering a supportive financial community.
Company Mission
For the past 10 yrs, Williamson Financial Group LLC has had one simple principle ; “Do What Is Right”! This principle guides every interaction we have with our clients. Our commitment to educating and empowering underserved individuals and businesses reflects our dedication to their financial well-being. Our presence and services contribute to the prosperity and economic stability of our communities; which is the driving force behind our passion and desire to see businesses and communities thrive.
M/WBE Business
Williamson Financial Group proudly holds Minority/Women-Owned Business Enterprise (M/WBE) certification. This designation recognizes our commitment to diversity, inclusion, and excellence in service. As a certified M/WBE, we’re honored to bring trusted expertise and meaningful representation to every client and partnership we serve.
Certified Minority/Women-Owned Business Enterprise (M/WBE)
Williamson Financial Group is proud to be recognized as a certified Minority/Women-Owned Business Enterprise at multiple levels. This certification reflects our dedication to equity, opportunity, and excellence within the financial services industry. By partnering with us, you’re supporting a business that values diversity, empowerment, and integrity in every client relationship.
The Port Authority of NY & NJ – MWBE Certified
We are proud to hold the Minority and Women-Owned Business Enterprise (MWBE) certification from The Port Authority of New York and New Jersey. This recognition underscores our dedication to creating equitable opportunities, fostering economic growth, and maintaining the highest standards of service and accountability within our community and beyond.
City & State New York
Our feature in City & State New York reflects our ongoing commitment to leadership, integrity, and meaningful impact in both the financial industry and the communities we serve. Being recognized by such a respected publication reinforces our mission to support clients with transparency, expertise, and a strong sense of social responsibility.
Companies We Represent
Sharman McElrath
Insurance Consultant / Financial Advisor
Sharman brings years of experience in financial services, guiding individuals and businesses toward confident, informed decisions about their future. Known for her thoughtful approach and deep understanding of insurance and benefits planning, she focuses on helping clients find clarity in complex choices and peace of mind through smart financial protection.
Featured in City & State New York’s “Who’s Who in Insurance”
We’re proud to share that Sharman McElrath, Founder of Williamson Financial Group, has been recognized in City & State New York’s “Who’s Who in Insurance” (July 2025 issue) a publication that highlights leaders shaping the future of the insurance industry.
This honor reflects more than recognition. It represents the mission that drives our agency every day to make insurance personal, accessible, and empowering for everyday people.
We’re deeply grateful to City & State NY for this acknowledgment, and to our clients, partners, and mentors who continue to believe in our vision.
At Williamson Financial Group, this is just the beginning. Our commitment to helping individuals, families, and businesses protect what matters most has never been stronger.