Wilson Financial

5.0
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(3)
5.0
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3 reviews
5
100%
4
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3
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2
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1
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  • Chris K.

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    He was very knowledgeable and helpful. I would recommend to anyone.

    Feb 18, 2017Verified
  • Sue M.

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    Wilson Financial has completed our taxes for the last several years. We are very happy with the service and accuracy of their work. we'll be using this firm again. This year we plan to use their guidance to help us develop a budget as we prepare for our retirement.

    Jan 8, 2017

About this pro

Our goal is to be your financial partner and assist you every step of the way. We offer individual income tax preparation, wealth management and financial planning services, all with the convenience of one advisor. We utilize the latest in technology to provide you with all the tools you need to stay up-to-date with your financial life.

Years in business

5

Times hired on Thumbtack

2

Number of employees

2

Background check

Completed
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Photos and Videos

4 photos

    Business hours

    Central Time Zone
    Sunday8:00 a.m. to 7:00 p.m.
    Monday8:00 a.m. to 7:00 p.m.
    Tuesday8:00 a.m. to 7:00 p.m.
    Wednesday8:00 a.m. to 7:00 p.m.
    Thursday8:00 a.m. to 7:00 p.m.
    Friday8:00 a.m. to 7:00 p.m.
    Saturday8:00 a.m. to 7:00 p.m.
    Coverage Area for Wilson Financial is about 25+ miles of Appleton, WI.