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About Us

The Wilson Financial Group, LLC is a professional and personal service corporation; which provides a host of services, products and advice. Our responsibility is to identify and define the client’s needs and offer solutions to their stated objectives.

By adapting our financial expertise to the client's needs, we become involved in the myriad of financial decisions that come up in the client's life: retirement planning, insurance ranging from health to property, college savings, tax strategies and businesses ventures. Our ultimate job description is facilitating clients to achieve self-enhancement.

We strive to be the best professional and personal advisors in the business by following a service model designed to meet the client’s ultimate goals, not our own.  When our wide variety of services are delivered in totality rather than as individual or isolated services the client benefits in knowing that Wilson Financial Group, LLC works together for the clients common goal.

Our objective is:   “Bringing It All Together!”