The Wilson Financial Group Inc
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +12159240173 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Insurance Planning, Business Succession Planning, Investment Consultation |
| Founded | 2005 |
| Employees | 1-10 |
Key Contact at The Wilson Financial Group Inc
Gary L Tanner
Senior Vice president
About The Wilson Financial Group Inc
The Wilson Financial Group is a full-service financial planning firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs. Our firm works almost exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest. For more information about our firm and the services we offer, contact us today.
The Wilson Financial Group Inc revenue & valuation
| Annual revenue | $15,600,000 |
| Revenue per employee | $5,192,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $49,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Wilson Financial Group Inc has never raised funding before.
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