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Wilson Financial Group, Inc.

Member | 1,747 inquiries |
Retirement Planning Services

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2202 North West Shore 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

Company Rating

AAA

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Customer Reviews

based on 13 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 11/5/2024 Susan W.

Bill is very tenacious and prompt. Would definately recommend

I've dealt with Bill since about 1985 for our IRA. I would recommend the company to others. They met my expectations and treated me well.

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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:

Tax Preparation Services

Estate Planning

Financial Planning and Management Services

Addresses:

2202 N West Shore Blvd Suite 200, Tampa, FL, 33607

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