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Wilson Financial Group, Inc.

 Member | 1,747 inquiries |
Retirement Planning Services

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)

Membership Information

proud-member

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

Recent Review

Posted on 11/5/2024

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.

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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

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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.

Industry Resources
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Additional Info

DBAs:

WFG Insurance Services

Websites:
There are no additional web sites.

Contacts:
There are no additional contacts.

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