Wilson Financial
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
103 W College Ave Ste 304, Appleton, Wis...Phone Number
(920) 830-2275Website
www.wilsonfinancialcpa.comRevenue
<$5 MillionIndustry
About Wilson Financial
Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm. We offer services statewide, with our office located in Appleton, WI. We provide high quality services at affordable rates, compared to many of the other Investment Advisors and large regional and national CPA and Tax Preparation firms. Our main areas of service are focused around Investment Management, Financial Planning, Tax Preparation, Small Business Accounting.Explore more
Wilson Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Wilson Financial
<$5M
1-10
Private
-
2013
TW
Tim WilsonCertified Public Accountant, Investment Manager and Founder
Wilson Financial Tech Stack
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Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm. We offer services statewide, with our office located in Appleton, WI. We provide high quality services at affordable rates, compared to many of the other Investment Advisors and large regional and national CPA and Tax Preparation firms. Our main areas... Read More
