Wilson Financial Group

Accounting for Legal Practices · Georgia, United States · 1-10 Employees

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Overview

Headquarters

1325 Satellite Blvd NW Ste 103, Suwanee,...

Phone Number

(770) 447-9426

Revenue

<$5 Million

Industry

Accounting for Legal Practices Finance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Wilson Financial Group

Wilson Financial Group, LLC is an independent financial planning, investment advisory and tax advisory firm located near Atlanta, GA. We provide multi-generational peace through comprehensive financial planning services. We serve family, small businesses and non-profit organizations. We have delivered high quality accounting and tax services to clients in the Greater Atlanta area for more than 35 years. Our mission is to combine knowledge, insight, integrity and commitment to deliver value to our clients, measuring our success by our ability to positively impact our clients financial results. In 2006 we expanded our service to provide comprehensive financial planning services and investment advisory services to our existing clients. Our clients were seeking high quality and trust worthy financial advice for all of the financial situations, not just tax and accounting situations. We provide a range of services including financial planning, tax preparation and tax advisory, risk managemeRead more
Wilson Financial Group's Social MediaPopular SearchesWilson Financial Group LLCWilson Financial GroupWilson Nutrition LLCSIC Code 72,729NAICS Code 54,541Show more

Wilson Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilson Financial Group

<$5M
1-10
Private
-
2006
AS
Amy SabathOffice Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Wilson Financial Group is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Wilson Financial Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Wilson Financial Group.

Wilson Financial Group Tech Stack

A closer look at the technologies used by Wilson Financial Group

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Wilson Financial Group

What is Wilson Financial Group's official website?
Wilson Financial Group's official website is www.wilsonfinancialgroup.com
What is Wilson Financial Group's Revenue?
Wilson Financial Group's revenue is <$5 Million
What is Wilson Financial Group's SIC code?
Wilson Financial Group's SIC: 72,729
What is Wilson Financial Group's NAICS code?
Wilson Financial Group's NAICS: 54,541
How many employees does Wilson Financial Group have?
Wilson Financial Group has 1-10 employees
What industry does Wilson Financial Group belong to?
Wilson Financial Group is in the industry of: Accounting for Legal Practices, Finance, Business Services
What is Wilson Financial Group competition?
Wilson Financial Group top competitors include: Fountainhead Wealth, Waterford Advisors, Radnor Financial Advisors, Bayntree Wealth Advisors
What technology does Wilson Financial Group use?
Some of the popular technologies that Wilson Financial Group uses are: Microsoft 365, GoDaddy SSL Certificates, GoDaddy Web Hosting, Microsoft Exchange Online
How do I contact Wilson Financial Group?
Wilson Financial Group contact info: Phone number: (770) 447-9426 Website: www.wilsonfinancialgroup.com
What does Wilson Financial Group do?

Wilson Financial Group, LLC is an independent financial planning, investment advisory and tax advisory firm located near Atlanta, GA. We provide multi-generational peace through comprehensive financial planning services. We serve family, small businesses and non-profit organizations. We have delivered high quality accounting and tax services to cli... ents in the Greater Atlanta area for more than 35 years. Our mission is to combine knowledge, insight, integrity and commitment to deliver value to our clients, measuring our success by our ability to positively impact our clients financial results. In 2006 we expanded our service to provide comprehensive financial planning services and investment advisory services to our existing clients. Our clients were seeking high quality and trust worthy financial advice for all of the financial situations, not just tax and accounting situations. We provide a range of services including financial planning, tax preparation and tax advisory, risk management and estate planning, as well as CFO services for businesses. Whether you are just beginning to plan for your future or have reached a turning point and need the tools to make the right decisions, we strive to meet the long-term financial goals of all of our clients while forming lasting, mutually beneficial relationships.Read More

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

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