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

Have A Question?







Thank you! Oops!

Recommended Content

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.