Wilson Financial Group
Bank Credit Union
Why pick this one
Wilson Financial Group provides a proprietary Retire Right™ process for retirement planning and has over 30 years of experience.
Best for
- retirement income strategies
- wealth management for families
- complex financial planning for business owners
Look elsewhere if
- short-term financial needs
- simple banking transactions
Specialties
- retirement planning
- investment management
- tax planning
- legacy and estate planning
- Medicare guidance
Certifications
- SmartVestor Pro
- Certified Financial Planner™
What makes them different
- operates under a fiduciary standard
- integrated financial services under one roof
- customized income and investment plans
- local community focus since 1992
- proprietary Retire Right™ process
- Years in business
- 30
- Serves
- Charlotte, Gastonia, Shelby, Asheville
Distilled from this business's own website.
Contact & Location
- Address
- 520 S New Hope Rd, Gastonia, NC 28054
- Phone
- 7048649404
- Website
- https://www.wfgnc.com/
- help@wfgnc.com
Services
- financial planning
- wealth management