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Business Profile

Retirement Planning Services

Wilson Financial Group, Inc.

Headquarters

BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(800) 398-0773Write a Review

About

Overview

Headquarters

Wilson Financial Group, Inc.

2021 Midwest Rd Ste 200

Oak Brook, IL 60523-1370

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
By Appt. Only
Closed

Find a Location

Wilson Financial Group, Inc. has 4 locations, listed below.

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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.

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    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.

    BBB Accredited Since: 5/1/2005

    Years in Business: 43

    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.

    Photos and Videos

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    Business Details

    Local BBB:
    BBB of Chicago & Northern Illinois
    BBB File Opened:
    10/10/2003
    Business Started:
    9/1/1982
    Business Started Locally:
    9/1/1982
    Business Incorporated:
    4/15/2005
    Type of Entity:
    Corporation
    Alternate Names:
    WFG Insurance Services, LLC
    Business Management:
    Mr. William K. Wilson, President/CEO
    Number of Employees:
    1

    Additional Contact Information

    Principal Contacts
    Mr. William K. Wilson, President/CEO
    Customer Contacts
    Mr. William K. Wilson, President/CEO
    Additional Phone Numbers
    Other Phone: (480) 220-3449
    Unknown 1: (815) 378-8519
    Social Media

    Additional Information

    Other Resources
    Financial Industry Regulatory Authority

    Securities & Exchange Commission
    175 West Jackson Blvd.
    Chicago IL 60604
    Phone Number: (312) 353-7390
    http://www.sec.gov
    [email protected]
    Business Categories
    Retirement Planning Services, Financial Services, Investment Management, Estate Planning and Management, Fee Only Financial Advisor

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