Willson

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

612 W 11th St Ste 101, Tracy, California...

Phone Number

(209) 832-2997

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Willson

Willson & Company specializes in creating tailored financial strategies that address the unique needs and goals of their clients. Their services include financial investments, asset preservation, tax preparation and planning, and audit representation. The firm aims to simplify financial advice, helping clients build wealth, protect their families, and preserve their assets. With a team of experienced professionals, Willson & Company is dedicated to supporting clients in achieving their long-term financial objectives.Explore more
Willson's Social MediaPopular SearchesWillson & CoPenny Van Der Meer EaWillsonWillson & Company - IncWillson & Company IncSIC Code 62,628NAICS Code 52,523Show more

Willson Org Chart

PhoneEmail
JW
United States flag for contact location.

Certified Financial Planner & Professional

PhoneEmail
MM
United States flag for contact location.

Client Support Specialist

PhoneEmail
NH
United States flag for contact location.

Warehouse Specialist

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
GW
United States flag for contact location.

Business Consultant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Willson your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Willson

Compare insights from companies similar to Willson, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Willson

<$5M
1-10
Private
-
2016
JW
Jeremy WillsonCertified Financial Planner & Professional
$6.5M
11-50
Private
-
2006
Mark Vergenes, President at Mirus Financial Partners
Mark VergenesPresident
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
<$5M
1-10
Private
<$5M
1998
CD
Cheryl DehneVice President, Sales
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Willson is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Willson Tech Stack

Willson News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding Willson

What is Willson's official website?
Willson's official website is www.willsonco.com
What is Willson's Revenue?
Willson's revenue is <$5 Million
What is Willson's SIC code?
Willson's SIC: 62,628
What is Willson's NAICS code?
Willson's NAICS: 52,523
How many employees does Willson have?
Willson has 1-10 employees
What industry does Willson belong to?
Willson is in the industry of: Finance, Securities Trading
What is Willson competition?
Willson top competitors include: Fountainhead Wealth, Sopher Financial Group, Copper Canyon Wealth Management, Rogers Financial Group
What technology does Willson use?
Some of the popular technologies that Willson uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, DigiCert
How do I contact Willson?
Willson contact info: Phone number: (209) 832-2997 Website: www.willsonco.com
What does Willson do?

Willson & Company specializes in creating tailored financial strategies that address the unique needs and goals of their clients. Their services include financial investments, asset preservation, tax preparation and planning, and audit representation. The firm aims to simplify financial advice, helping clients build wealth, protect their families,... and preserve their assets. With a team of experienced professionals, Willson & Company is dedicated to supporting clients in achieving their long-term financial objectives.Read More

What are Willson social media links?
Willson Linkedin page
Is Willson a public company?
Willson is private company therefore does not currently have an official ticker symbol
See more information about Willson

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.