Sue W.
3/22/2015
Tim Wilson has handled our tax returns and financial planning for the past several years. He is prompt, thorough, and accurate.
Wilson Financial
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103 W College Ave
Appleton, WI 54911
Wilson Financial, located in Appleton, WI, offers wealth management and financial planning services to individuals seeking guidance on their financial journey. Led by Tim Wilson, a seasoned CPA, and Mandie Wilson, the team provides personalized strategies to help clients achieve their financial goals.
The firm focuses on assisting clients at every stage of life, from starting a career to approaching retirement, offering support in savings, investments, debt management, and estate planning. Wilson Financial aims to help individuals manage their finances efficiently to build long-term wealth and secure their financial future.
Setting themselves apart, Wilson Financial combines investment advice with tax planning to ensure clients' financial decisions are tax-efficient. With no minimum asset requirements, affordable rates, and modern technology tools, the firm strives to make financial planning accessible and convenient for all clients.
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