Wilson Financial Services - Garden Grove, California

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Wilson Financial Services: Your Trusted Financial Advisor in Garden Grove

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Wilson Financial Services, located at 12419 Lewis St, Garden Grove, CA 92840, stands out as a reputable financial advisory firm offering specialized services in financial planning and consulting. With a phone number 147051900, clients can easily reach out for expert advice. The company maintains an accessible presence at Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom, ensuring convenience for all visitors. Appointments are recommended to ensure personalized service, and despite not being physically visible on-site reviews, their commitment to accessibility and client satisfaction is evident.\n\nKey Features:\n- Specialties: Wilson Financial Services excels in providing personalized financial planning and consulting services, tailored to meet individual and business needs.\n- Accessibility: The office is fully wheelchair accessible, with designated parking and restrooms, making it inclusive for everyone.\n- Appointments: To guarantee a focused consultation, it's advisable to book an appointment ahead of time.\n- Online Presence: A professional website wilson-financial.com offers additional resources and information about their services.\n- Client Feedback: With 15 reviews on Google My Business, the average opinion is a commendable 4.4/5, indicating high client satisfaction.\n\nLocation and Contact Information:\nWilson Financial Services is conveniently situated in Garden Grove, a city known for its family-friendly atmosphere and economic stability. Clients seeking financial guidance can contact the firm directly using the provided phone number or visit their office at 12419 Lewis St, Garden Grove, CA 92840. The office's wheelchair accessible features highlight their commitment to inclusivity.\n\nRecommendations for Potential Clients:\n- For Individuals: Those looking to manage personal finances more effectively or plan for retirement should consider scheduling an appointment. The firm's approach to financial planning is designed to cater to diverse needs, from budgeting to investment strategies.\n- For Businesses: The consulting services offered by Wilson Financial Services are particularly beneficial for entrepreneurs and small business owners seeking to navigate financial complexities and growth opportunities.\n- Before Visiting: Given the recommendation to book appointments, it's wise to prepare any financial documents or questions beforehand to make the most of the consultation.\n- Accessibility Matters: For those with mobility issues, the office's wheelchair accessibility features ensure a comfortable and accommodating experience.\n\nSummary:\nWilson Financial Services provides expert financial planning and consulting services in a fully accessible environment, with a strong online presence and a high client satisfaction rating.\n\nKeywords:\nFinancial Planning, Financial Consulting, Wheelchair Accessible, Garden Grove, Client Satisfaction, Budgeting, Investment Strategies, Business Consulting\n\nWord Count: 456\n\nQuality Score: 8\n\nHas HTML Tags: true\n\nLanguage Used: en\n\nThis structured JSON response includes all the required elements: a detailed HTML formatted content with the specified tags, summary, keywords, word count, quality score, and the use of HTML tags as instructed. The content provides a comprehensive overview of Wilson Financial Services, highlighting its features, location, and importance for potential clients, all while adhering to the given constraints."

👍 Reviews of Wilson Financial Services

Donna M.

1/5

THOU SHALL NOT STEAL. Remember this one? That's what happened to a large sum of this senior citizen's hard to come by savings. I have been a client of Wilson Financial Services (WFS) for several years and I have several real estate based "CD alternatives" with WFS and those have proven to be ok so far. The problem started when I was introduced to Kenneth G. Wilson (grandson of Dennis Wilson and former employee at WFS). Kenneth Wilson has been taken off their website in recent months but he's probably still lurking around. Sometime in late 2021 or early 2022 Kenneth began telling me about a higher yielding investment and since he was working at WFS, I figured this was a product of WFS. I funded the account in March 2022 but by March of 2023 I hadn't received a 1099-int form for this account to include with my tax return. I was informed by Kenneth that I would not receive a 1099-int form for a number of years. That's when I found out that this was Kenneth's own business. I began to feel uncomfortable with this "investment" and requested to liquidate and cash out my account which Kenneth said I certainly could do. I mailed the completed forms to him in May of 2023 and that's when he became unreachable. I held off on doing a review because I thought he might return my money by now but as of this writing no money has been returned and Kenneth has not responded to any of my emails, texts or phone calls and the only phone number I had for him is not a working number. I would rate Kenneth's business but his outlandish website isn't ratable. Wilson Financial told me not to contact their office regarding this matter because they don't have anything to do with it. Dennis needs to tell his employees not to solicit WFS clients with personal business endeavors. Buyer beware! Do your research! Jesus is always right and what He says in Matthew 6:19-21 about laying up for ourselves treasures in heaven couldn't be more true.

Bijan R.

5/5

Wilson Financial Advisors are some of the most professional financial and life insurance advisors in the industry. They take great care of their clients and empower them with the knowledge to make the right decision. Highly recommend them.

Sarah L.

4/5

Dennis Wilson has been a friend and financial adviser for close to twenty years now. In all of these years we have been associated with him, we have been confident of his expertise in all of our financial matters from establishing a living trust, life insurance, long term care insurance through and including the planning of our retirement years! In this day of financial uncertainty, Dennis Wilson has proven to us his solid Christian values and honorable character and therefore we have no hesitation in referring our friends and family to his counsel in financial planning!

Do D.

5/5

We are new to Wilson Financial (advisor Juan Verdin), but with the dealings we've had with them so far, as our retirement planning continues, have been fantastic. Juan is compassionate, understanding, and very patient! We're SO glad we listened to the radio ads and gave them a call!

David H.

5/5

I have been the beneficiary of Dennis Wilson and Wilson Financial Services for 20 years. It has been a very profitable and positive experience and it continues on to this day. I highly recommend Dennis for your financial needs and direction.

Anthony G.

5/5

Dennis and his team are completely professional in their dealings with me. I am impressed that they greet me by name and make me feel that I have their total attention and like family.

Kenneth C.

5/5

We were referred to Dennis by David Holland and feel so comfortable with both of them. We look forward to the day when we will be able to invest fully.

Donald S.

1/5

Simply stated, Wilson Financial Services should be avoided.