PLAN. INVEST. ACHIEVE. Guiding You to Financial Success
At Wilson Financial, we understand that managing your finances can be overwhelming. With so many financial decisions to make, it's easy to feel lost and unsure of where to start. That's why we're here to guide you every step of the way. Our mission is to provide you with personalized financial planning and tax preparation services that help you achieve your goals and secure your financial future.
Our Story
Founded by Mandie and Tim Wilson, our firm is built on the philosophy that everyone deserves access to high-quality financial services, regardless of their income or financial situation. With years of experience in the industry, we've seen firsthand the importance of having a trusted advisor by your side. That's why we're committed to providing you with personalized attention, expert guidance, and tailored solutions to meet your unique needs.
Our Services
At Wilson Financial, we offer a comprehensive range of services designed to help you achieve your financial goals. Whether you're looking to minimize your taxes, create a financial plan, or manage your investments, we're here to help. Our services include:
Tax Preparation: Our expert team will take care of your tax preparation, ensuring you receive the maximum refund you're entitled to while minimizing your tax liability.
Financial Planning: We'll work with you to develop a personalized financial plan that aligns with your goals and aspirations. Our plan will help you achieve financial freedom and security.
Investment Management: We'll help you build long-term wealth by investment and tax-efficient investing, ensuring your hard-earned money grows over time.
Why Choose Us
So, why choose Wilson Financial? Here are just a few reasons:
Expertise: With years of experience in the industry, our team of experts is dedicated to providing you with the guidance and support you need to achieve your financial goals.
Personalized Service: We're committed to providing you with personalized attention and tailored solutions that meet your unique needs.
Convenience: We understand that life can get busy, which is why we offer flexible meeting times and tools that fit into your already busy schedule.
Affordable Rates: We believe that everyone deserves access to high-quality financial services, regardless of their income or financial situation. That's why we offer affordable rates and flexible payment options.
Impartial Advice: As an RIA, our structure allows us to provide you with impartial advice, free from conflict of interest.
Our Team
Meet our team of experts:
Tim Wilson, CPA: Our President and founder, Tim has years of experience in the industry and is dedicated to helping you achieve your financial goals.
Mandie Wilson: As our Marketing Coordinator, Mandie is responsible for ensuring our message reaches the right audiences and building strong relationships with our clients.
What Sets Us Apart
At Wilson Financial, we differ from other advisors in two key ways:
Investment Advice + Tax Planning: We combine investment advice and tax planning to ensure your investment returns and financial decisions aren't being dragged down by unnecessary taxes.
Convenience: We strive to make your life easier by offering the latest in technology, including paperless account opening, e-scheduling for meetings, and 24/7 secure online access to your information.
Contact Us
If you're ready to take control of your financial future, we're here to help. Contact us today to schedule a meeting and let us help you plan for a brighter financial future.
Overall Experience
The reviewers had mixed experiences with Wilson Financial, with some having positive encounters and others facing issues with responsiveness and reliability.
Positive Experiences
- Thorough and Helpful Service: Many reviewers praised Tim for his thoroughness, responsiveness, and helpfulness in navigating tax preparations, business setup, and investment planning.
- Personalized Service: Tim was commended for his personalized approach, taking the time to understand clients' needs and providing guidance on tax deductions and refunds.
- Efficient and Painless Process: Reviewers appreciated the efficient and painless process of working with Wilson Financial, with minimal effort required on their part.
Negative Experiences
- Unreliability and Unresponsiveness: Some reviewers experienced unreturned calls, missed appointments, and unfulfilled promises, leading to frustration and wasted time.
- Lack of Communication: A few reviewers felt that Tim was unresponsive or unreliably communicated, leaving them uncertain about the status of their tax preparations.
