Member | 1,468 inquiries | Retirement Planning Services
(813) 374-5029
http://www.wilsonfinancialgrp....
Monday-Friday: 9:00 AM-5:00 PM Closed on weekends
Company Rating
AAA
Customer Reviews
based on 8 reviews.
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Membership Information
Proud member since 03/01/2005This company is a Charter Member of Business Consumer Alliance.
Recent Review
Bill Wilson will get it done--expeditiously!
William, at Wilson Financial Group, is an agent that gets the job done--expeditiously! He is passionate/tenacious about satisfying his customers! He offers many financial planning services--of which he is highly knowledgeable about. He is patient and does an excellent job with tailoring services for his customer. He thrives on 100% customer satisfaction! My wife and I are highly pleased with the services that William (Bill) have offered us! He has been spot-on with providing us with very valuable financial information! Caution: William (Bill) does not lollygag when it comes time to take care of business. People who desire a financial planning agent to take-care-of business--expeditiously--will be highly satisfied with him! Recommendation: Make the time and be ready to get it done! Truly, William (Bill) is a provider of EXCELLENT customer service!!!
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BCA's Summary and Analysis:
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Company Info
Our specialty is income planning. How to get the most out of your investments and take the worry out of retirement. Guarantee, Consistent, Predicable Income is what I deliver on.
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It's about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan how to get there, and get the right advice along the way.Mr. Wilson is licensed in multiple states, IL, CA, WA, MD, SC, AZ, FL.Please call us at 424-702-5588. Toll free at (800) 398-0773.
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Licensing
California Department of Insurance
Verified License
License Number: 0H33279 Status: Active
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