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Business Profile

Retirement Planning Services

Wilson Financial Group, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(813) 374-5029Write a Review

About

Overview

Wilson Financial Group, Inc.

2202 N Westshore Blvd Ste 200

Tampa, FL 33607-5749

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BBB Accreditation & Rating

Wilson Financial Group, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

About This Business

Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. Our focus is the client and set up a customize plan to fit their needs. It is 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.

Products and Services

Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. The company strives to deliver on long term relationships and solutions to clients needs, and works to keep its clients' income consistent and predictable in a volatile economy.

BBB Accredited Since: 4/18/2025

Years in Business: 42

Photos and Videos

Business Details

Local BBB:
BBB of West Florida
BBB File Opened:
10/27/2023
Business Started:
9/1/1982
Business Started Locally:
12/28/2023
Business Incorporated:
4/15/2005
Type of Entity:
Corporation
Number of Employees:
1

Additional Contact Information

Principal Contacts
William Wilson, President/Founder
Customer Contacts
William Wilson, President/Founder
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of A287825 for this business, issued by Department of Financial Services

Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

(877) 693-5236

BBB records show a license number of CRD#: 1370065 for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

(301) 590-6500

Additional Information

Business Categories
Retirement Planning Services, Financial Services, Investment Management, Estate Planning and Management

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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