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About Us

 

 

 

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.  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.

 

 

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12419 Lewis Street, Suite 101 Garden Grove, CA 92840
Tel: 714-705-1900 or 800-696-9970 Fax: 714-705-1901
© 2009 Wilson Financial