Wilson Financial Services Inc.

(859) 824-9422

Wilson Financial Services Inc.

Wilson Financial Services Inc.

President, CEO & LPL Branch Manager

(859) 824-9422
james.wilson@lpl.com

Planning for your financial independence seems complicated in today's world

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

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