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Wilson Financial Group, Inc.

Member | 1,460 inquiries |
Retirement Planning Services

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11755 Wilshire Blvd Suite 1250
Los Angeles, CA 90025 | Get Directions

(424) 702-5588

http://www.wilsonfinancialgrp....

Monday-Friday: 9:00 AM-5:00 PM
Closed on weekends

Company Rating

AAA

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Customer Reviews

based on 7 reviews.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

Membership Information

Proud member since 03/01/2005
This company is a Charter Member of Business Consumer Alliance.

Recent Review

Posted on 8/6/2017 Thomas T.

WILSON FINANCIAL GRP. WAS A BIG HELP TO ME AND THEN SOME

I had left my government employment about 10 years ago, having reached the minimum requirements for retirement with pension. I was having stock market problems also, so I heard a commercial on the radio and met Bill Wilson who introduce me to fixed index annuities to protect my principal. Since I have met Bill I have purchased 4 annuities and they have performed well and I take advantage of the 10% penalty free amounts that you can take each year for my income needs. They have also earned well with no principle risk, way above bank interest or most of the risky stock market returns that are advertised. One of my annuities just returned 18% in a two year period from Athene. Annuities were the product for me. I really knew almost nothing about annuities until I met Bill Wilson. I would recommend you spend some time with Bill Wilson for your retirement needs. --

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against Wilson Financial Group, Inc. closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
0	Making a partial refund
0	Agreed to make an adjustment
0	Refusing to make an adjustment
0	Refuse to adjust, relying on terms of agreement
0	Unanswered

Other Information

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.

Primary Contact:	Bill Wilson (President)
Business Started:	9/1/1982
Social:

About Wilson Financial Group, Inc.

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

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

Industry Resources

Advertising Reviews

Additional Info

DBAs:

WFG Insurance Services

Websites:
There are no additional web sites.

Contacts:
There are no additional contacts.

Other Categories:

Estate Planning

Financial Planning and Management Services

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