Please contact Wilson Financial Services at your convenience for an initial consultation. We’ll work with you one on one to determine a roadmap to success. We look forward to working with you soon.
Call Today: 714.705.1900
Since 1968, Dennis Wilson and his Staff of Wilson Financial Services have been cultivating a partnerships built on solid rapport, traditional values, and trust in accordance with their first priority – their clients. They persistently focus on what is best for their clients, taking time to personally familiarize themselves with each of their client’s specific goals and needs.
Together, Dennis and his Staff with their extensive knowledge and combined experience of more than 41 years consistently offer creative planning and cutting-edge financial solutions.
Honoring the uniqueness of each relationship, they work closely with their clients to develop and implement reliable, business solutions, and long-term estate and retirement plans. Each plan is precisely designed to simplify the demands of
managing wealth, preserve accumulated assets, generate ample income, and minimize taxes. The clients of Wilson Financial Services are enabled to relax and devote time to their families and personal endeavors while enjoying a fruitful life.
"Dennis and his Staff value greatly the importance of family, building relationships, and being of service to others."
Dennis and his Staff value greatly the importance of family, building relationships, and being of service to others. Many of Wilson Financial Staff members met while coaching little league baseball teams oftentimes as rivals however each play an active role in their local communities, churches as well as through humanitarian efforts.