Wilson & Associates

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

25572 SW Canyon Creek Rd Apt V202, Wilso...

Phone Number

(503) 427-0912

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wilson & Associates

Wilson & Associates, LLC is a financial services firm based in Wilsonville, OR, specializing in retirement planning, estate planning, and insurance services. Founded by Jim Wilson, the company aims to assist clients in making informed investment decisions to secure their financial future. The firm primarily serves individuals approaching retirement who are concerned about health, longevity, and the sustainability of their savings. Through educational resources and personalized financial advice, Wilson & Associates strives to help clients achieve their retirement dreams.Explore more
Wilson & Associates's Social MediaPopular SearchesWilson & Associates LLCWilson & Associates InsuranceWilson & Associates Insurance & Financial Services...Wilson AssociatesSIC Code 62,628NAICS Code 52,523Show more

Wilson & Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilson & Associates

<$5M
1-10
Private
-
1995
$7.9M
11-50
Private
-
1994
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
JC
J. ClarkePresident
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2007
KV
Kim VanceVice President-Managing Partner
<$5M
1-10
Private
-
-
JI
Jesus IslasInsurance Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wilson & Associates Tech Stack

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Frequently Asked Questions Regarding Wilson & Associates

What is Wilson & Associates's official website?
Wilson & Associates's official website is www.wilsonassociatesllc.com
What is Wilson & Associates's Revenue?
Wilson & Associates's revenue is <$5 Million
What is Wilson & Associates's SIC code?
Wilson & Associates's SIC: 62,628
What is Wilson & Associates's NAICS code?
Wilson & Associates's NAICS: 52,523
How many employees does Wilson & Associates have?
Wilson & Associates has 1-10 employees
What industry does Wilson & Associates belong to?
Wilson & Associates is in the industry of: Finance, Insurance, Securities Trading
What is Wilson & Associates competition?
Wilson & Associates top competitors include: Limehouse Financial, Pondera Financial Group, JJ Edwards Financial Group, Denielle Cerny & Associates
What technology does Wilson & Associates use?
Some of the popular technologies that Wilson & Associates uses are: WooCommerce, WordPress.org, reCAPTCHA, Google Website Translator
How do I contact Wilson & Associates?
Wilson & Associates contact info: Phone number: (503) 427-0912 Website: www.wilsonassociatesllc.com
What does Wilson & Associates do?

Wilson & Associates, LLC is a financial services firm based in Wilsonville, OR, specializing in retirement planning, estate planning, and insurance services. Founded by Jim Wilson, the company aims to assist clients in making informed investment decisions to secure their financial future. The firm primarily serves individuals approaching retirement... who are concerned about health, longevity, and the sustainability of their savings. Through educational resources and personalized financial advice, Wilson & Associates strives to help clients achieve their retirement dreams.Read More

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

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