Wilson Financial
Wilson Financial

Wilson Financial

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Introduction: 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.
Overview

Hired 3 times

Serves Appleton, WI

Background checked

2 employees

8 years in business

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Reviews

Customers rated this pro highly for professionalism.

5.0

4 reviews

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Randy Z.

Individual Tax Preparation

Tim was very helpful in filing our State and Federal income taxes this year which were more complicated due to some family changes. We met twice and over email (a secure mail server - very professional) and he had our taxes done.
Apr 16, 2018
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Verified
Chris K.

Individual Tax Preparation

He was very knowledgeable and helpful. I would recommend to anyone.
Feb 18, 2017
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Verified
Sue M.

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
David W.

I use Wilson Financial for my tax preparation and my financial investments. Tim is very accommodating to my needs and has made sound financial recommendations that allow me to blend all of my financial investments together. He has helped with personal budgets and has helped us in our goals of retirement. I highly recommend Wilson Financial for your tax and investment needs.
Jan 6, 2017
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Tim Wilson

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