Find a reputable business?

Customer Reviews

Wilson Financial Group, Inc. reviews

2202 North Westshore Blvd., Suite 200
Tampa, FL 33607
| Get Directions

(813) 374-5029

http://www.wilsonfinancialgrp....

Monday-Friday: 9:00 AM-5:00 PM

Closed on weekends

Customer Rating

based on 8 reviews.

Ratings Breakdown

7 Reviews
1 Review
0 Reviews
0 Reviews
0 Reviews

Add Your Review

Select Your Rating

Choose the number of stars (by rolling over them) and then click (3 stars default)

Tell Us What You Think!

125 characters remaining | 125 total characters allowed

3000 characters remaining | 3000 total characters allowed

Customer Reviews

Showing 8 recent reviews for Wilson Financial Group, Inc.

Sort by

Posted on 9/9/2022

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!!!

Posted on 8/6/2017

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.
--