Wilson Financial Group
Wilson Financial Group was built on the solid fundamentals of taking care of our clients’ needs. We provide a professional, yet personal service that has helped our clients to know that their finances are well cared for so that they may sleep soundly at night, regardless of market conditions.
Whether you’re looking for estate planning, retirement planning, investment management or another financial service, your plan is crafted to address your specific needs and explained to you in terms that are easy to understand. We provide our clients with specialized financial advice and personalized service.
Our pledge to you is to always do our upmost to:
- To conduct ourselves with the highest level of integrity at all times
- To preserve and grow your net worth
- To deliver unparalleled service
- To conduct business in a transparent and conflict-free manner
- To build long-lasting, multi-generational relationships
- To provide full access to our team
The unique elements of our approach are:
- A team universally dedicated to delivering an unparalleled level of service
- A willingness and capacity to understand your overall financial position, coupled with the ability to provide advice on a range of matters
- In-house research and trade execution capabilities to actively manage your assets
- A commitment to a transparent and conflict-free approach to managing your wealth, with the resources to support this commitment
Whatever your destination may be, we have the people, guidance and investments to help you find your way.
We are a member of the National Ethics Association and a member of the Better Business Bureau since 2003. Our business ethics have earned us an A+ rating, the highest in BBB’s rankings. Offices are located in Culver City, CA and Oak Brook, IL.
We appreciate the opportunity to show you how we may be able to make your financial goals a reality.