Wilcox Financial Group

History

Our company was founded in 2012, and our advisers have over 20 years of combined experience! We've grown over the years and we're constantly learning how we can make an even greater impact in the lives of our clients and add an extreme amount of value. Today our practice is focused on working with women and empowering them to own their financial futures.

Specialties

We're on a mission to empower Women to own their financial futures and feel confident about their money choices. We're a boutique financial planning firm that offers fee based comprehensive financial planning, retirement planning as well as investments (asset management), life, disability and long term care Insurance! We are obsessed with our clients success and helping them to achieve their financial goals. Our process is simple, educational and practical. Our systems won't overwhelm you, and you will never be judged. We listen to what you want and what your individual needs are. Coming in to talk with us about planning is like talking to a friend.