As a result of continued growth, Willow Street Financial Services moved to new office space in December 2011. Their new offices are centrally located downtown in the Pearl at Jackson building on 270 West Pearl – Suite 104. For clients who reside on the Westbank, Willow Street will continue to provide services out of their Wilson office in the Aspens.
The new location has private offices for the professional staff and a state-of-the-art conference room with video teleconferencing capabilities. Barbara Hoeft, the firm’s principal, commented “We are excited to have the extra room and opportunity to create additional capacity at our new space. The Pearl at Jackson building is in the heart of downtown Jackson, and we hope that it will be even more accessible to our clients and their advisors who are in town. Our increased technology makes us better equipped to handle our long distance clients and advisors as well. We look forward to welcoming everyone to our new offices in the near future.” Hoeft, who offers more than 20 years of trust administration and financial planning experience to her clients, founded Willow Street in 2005.
Willow Street Financial Services works with settlors, trustees, beneficiaries, accountants and legal professionals to provide management services for many types of trusts and certain forms of limited partnerships and corporations.