Wilson Financial Services Inc.

(859) 824-9422

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

James F. Wilson, JR

President, CEO & LPL Branch Manager

(859) 824-9422

(859)824-9428

Desiree Lucas

Executive Assistant

(859) 824-9422

(859) 824-9428

Bio coming soon!

Read more

 

Have A Question?







Thank you! Oops!

Recommended Content

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.