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Wilson Financial Group, Inc.

 Member | 1,413 inquiries |
Retirement Planning Services

2202 North Westshore Blvd., Suite 200
Tampa, FL 33607
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(813) 374-5029


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

Company Rating


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Customer Reviews

based on 8 reviews.

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Complaint Experience


Complaint Resolution Index (CRI)

Membership Information


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

Recent Review

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!!!

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Complaints and Resolutions

Complaint Experience


Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

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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
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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California Department of Insurance

Verified License

License Number: 0H33279
Status: Active

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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.

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