Wilson Financial Advisors
Financial Advising
Why pick this one
Wilson Financial Advisors serves Greensboro-area clients with retirement, estate, investment, and risk-management planning, including complimentary phone, virtual, or in-person consultations.
Best for
- Pre-retirees seeking retirement income planning
- Retirees needing portfolio and retirement guidance
- Millennials seeking customized financial planning
- Clients coordinating estate, insurance, investment, and retirement goals
- Clients seeking ongoing investment monitoring with semi-annual portfolio reviews
Specialties
- Comprehensive financial planning
- Estate planning
- Retirement planning
- Wealth management
- Risk management
- Investment advisory
Certifications
- CLTC
- AWMA
- Series 7 license
- Series 66 license
- Life insurance license
- LPL Financial affiliation
What makes them different
- Keith Wilson has worked in financial services since 1989
- Keith Wilson focuses on pre-retirees and retirees
- Jack Wilson specializes in millennials and holds the AWMA designation
- Complimentary meetings are available by phone, virtually, or in person
- Investment advisory clients receive comprehensive semi-annual portfolio performance reviews
Distilled from this business's own website.
Contact & Location
- Address
- 2709 Pinedale Rd Ste C, Greensboro, NC 27408
- Phone
- +13362857440
- Website
- http://www.wfa-nc.com/
- keith.wilson@lpl.com
Services
- Financial planning
- Investment advisory
- Estate planning
- Retirement planning
- Wealth management
- Risk management