CS Wilson & Associates

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2324 Lakeview Dr, Amarillo, Texas, 79109...

Phone Number

(806) 352-9251

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About CS Wilson & Associates

C.S. Wilson & Associates is a wealth management firm based in Amarillo, Texas, specializing in personalized financial planning services. They offer a range of services including retirement planning, estate management, investment strategies, insurance, and tax planning, tailored to meet the unique needs of each client. With a team of experienced professionals, all certified as Financial Planners, the firm aims to simplify the complexities of financial management for individuals at various life stages. Their commitment is to educate clients and help them achieve their financial goals while addressing both present needs and future aspirations.Explore more
CS Wilson & Associates's Social MediaPopular SearchesCS Wilson & Associates IncWilson AssociatesC S Wilson & AssociatesCS Wilson & AssociatesWilson C S AssociatesSIC Code 62,628NAICS Code 52,523Show more

CS Wilson & Associates Org Chart

PhoneEmail
SM
United States flag for contact location.

Executive Assistant

PhoneEmail
MM
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CS Wilson & Associates

<$5M
1-10
Private
-
1998
SM
Sally MillerExecutive Assistant
$7.1M
1-10
Private
-
2014
Kevin Scribner, Chief Financial Officer & Senior Founder at Core Financial Group
Kevin ScribnerChief Financial Officer & Senior Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
<$5M
1-10
Private
<$5M
2020
N/A
<$5M
1-10
Private
-
2003
SP
Susan PowersFinancial Advisor & Wealth Management Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CS Wilson & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CS Wilson & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CS Wilson & Associates.

CS Wilson & Associates Tech Stack

A closer look at the technologies used by CS Wilson & Associates

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Frequently Asked Questions Regarding CS Wilson & Associates

What is CS Wilson & Associates's official website?
CS Wilson & Associates's official website is www.cswilson.net
What is CS Wilson & Associates's Revenue?
CS Wilson & Associates's revenue is <$5 Million
What is CS Wilson & Associates's SIC code?
CS Wilson & Associates's SIC: 62,628
What is CS Wilson & Associates's NAICS code?
CS Wilson & Associates's NAICS: 52,523
How many employees does CS Wilson & Associates have?
CS Wilson & Associates has 1-10 employees
What industry does CS Wilson & Associates belong to?
CS Wilson & Associates is in the industry of: Finance, Securities Trading
What is CS Wilson & Associates competition?
CS Wilson & Associates top competitors include: Zillmer Wealth Management, Powerhouse Financial, Core Financial Group, Montgomery Wealth Management
What technology does CS Wilson & Associates use?
Some of the popular technologies that CS Wilson & Associates uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, FMG Suite
How do I contact CS Wilson & Associates?
CS Wilson & Associates contact info: Phone number: (806) 352-9251 Website: www.cswilson.net
What does CS Wilson & Associates do?

C.S. Wilson & Associates is a wealth management firm based in Amarillo, Texas, specializing in personalized financial planning services. They offer a range of services including retirement planning, estate management, investment strategies, insurance, and tax planning, tailored to meet the unique needs of each client. With a team of experienced pro... fessionals, all certified as Financial Planners, the firm aims to simplify the complexities of financial management for individuals at various life stages. Their commitment is to educate clients and help them achieve their financial goals while addressing both present needs and future aspirations.Read More

What are CS Wilson & Associates social media links?
CS Wilson & Associates Facebook page
Is CS Wilson & Associates a public company?
CS Wilson & Associates is private company therefore does not currently have an official ticker symbol
See more information about CS Wilson & Associates

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