Additional Information

  • Financial Advisors & Planners
  • IRA's, 401K's, Simple IRA's, Profit Sharing, Retirement Plans, Etc., Stocks, Bonds, Mutual Funds, Life Insurance and Annuities, Group Insurance - Health, Life, Dental and Disability, Individual Health Insurance and Medicare Supplements, Long-term Care, Section 125 - Flexible Spending Accounts Plans
  • Comprehensive Financial Planning Services for Individuals and Businesses, Investment Services, Financial and Estate Planning, Referrals to Legal Services, Will and Trusts, Business Incorporations, Employee Contracts, etc.*, Referrals to Accounting Services, Corporate and Individuals Tax Returns, Tax Analysis, etc.*, Corporate Benefits, Voluntary Employer Benefits

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 05:00 PM
    Tuesday
    09:00 AM - 05:00 PM
    Wednesday
    09:00 AM - 05:00 PM
    Thursday
    09:00 AM - 05:00 PM
    Friday
    09:00 AM - 05:00 PM
    Saturday
    Closed

About Us

  • We at Wilson Financial Services, Inc., are dedicated to the basics: Identifying your goals Developing a plan based on sound advice and knowledge Implementing the plan: updating it on a regular basis The key to our success, and yours, is our concept of a team effort. We have assembled a staff of professionals who have the knowledge, the experience and the sophisticated support systems you need. Best of all, we have never lost sight of one essential element - personal service. At Wilson Financial Services, Inc., you'll find the best of both worlds...the resources of a large company, and the personal attention that dedicates itself to a single mission - charting and implementing your financial course. See our affiliate office at: 4619 Perry Street Cincinnati, OH 45242

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