Wilson Financial Services

 
7 Reviews
12419 Ste Lewis St Ste 101
Garden Grove, CA 92840-4655
(714) 705-1900
jeff@wilson-financial.com
Wilson Financial Services serves Garden Grove, CA and is located in the 92840 ZIP code.
Mon 8:30 AM to 5:00 PM
Fri 8:30 AM to 12:00 PM

Reviews for Wilson Financial Services

Wilson Financial Services received an average rating of 5.00 out of 5 stars from 7 reviews.

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by Tamara on 9/11/2021
 

by James on 5/26/2021
 

by Umberto on 3/28/2021
 

by Glenna on 8/9/2021
 

by Friduman on 4/24/2021
 

by Ademir on 2/24/2021
 

by Spencer on 12/27/2020
 

My Review by liamc1838883121 via Citysearch on 10/10/2012

The content at Dennis' monthly dinners is always informative and inspiring. We have been with Dennis and Wilson Financial Services of Garden Grove for over 35 years and have been tremendously benefited. Initially, he was our insurance…

My Review by imogenw629181552 via Citysearch on 10/1/2012

Dennis Wilson has been a friend and financial adviser for close to twenty years now. In all of these years we have been associated with him and his team at Wilson Financial Services. We have confidence in his economic knowledge and his…

My Review by hannahn600470395 via Citysearch on 9/24/2012

I needed someone I could trust to handle my financial plan and portfolio. I heard about Dennis Wilson on the radio and so reached out to Wilson Financial Services. This relationship happened in the middle 1990s and has continued to this…

Family-Oriented Financial Planner by Poppy W. via Judy's Book on 9/23/2012

Our guests and referrals have always felt very comfortable with Dennis Wilson and the staff at Wilson Financial Services. The 'no pressure' atmosphere is always appreciated. We have a good working experience with a company that is family…

My Review by charlied1043366507 via Citysearch on 9/20/2012

Dennis Wilson of Wilson Financial Services in Garden Grove, CA, has a low-key, no hard sell approach that is very welcomed and appreciated. His staff is always very pleasant. I've enjoyed is great estate planning. Dennis is a very…

Our Best Interests by Kellan R. via Judy's Book on 9/19/2012

Dennis and his staff at Wilson Financial Services in Garden Grove, CA always have our best interests at heart. They are a trustworthy group of people who always want to help. Thanks so much, Dennis!

My Review by kierana via Citysearch on 7/29/2012

With Dennis Wilson I have experienced great estate planning. His staff is always pleasant and expedient and has been very helpful. I totally trust Dennis for his great knowledge and his financial strategies.

My Review by davidg1107973050 via Citysearch on 7/12/2012

Dennis and Wilson Financial have a proven track record of financial advice. I am treated like a friend but always professionally. I feel so at home.

We wanted a conservative financial by dustinpeterson924 via Citysearch on 6/12/2012

We wanted a conservative financial plan. Dennis Wilson and Wilson Financial Services heard us and devised a plan to meet our needs. He is professional and empathetic. I feel a trust level with Dennis which is unique. I/we have been…

It was very easy to go through the by wongmicah via Citysearch on 6/6/2012

It was very easy to go through the paperwork process. Dennis made it easy to understand as to what we currently have and what options are available to us in order to get our finances in better shape. These 'no pressure' dinners are so…

At Dennis' monthly dinners, it is a by neilwarren871 via Citysearch on 5/29/2012

At Dennis' monthly dinners, it is a great way for us to introduce others to Wilson Financial Services in Garden Grove. Our meeting with Dennis and these dinners are informative, educational, and enlightening. Dennis came very highly…

Dennis is so low-keyed in his approach by jasminemay181 via Citysearch on 5/26/2012

Dennis is so low-keyed in his approach to financial planning that I have no problem in trusting him and recommending him to others. He has been so very helpful during the past 17 years and especially so during the death of my husband. My…

Great Financial Services by David H. via Judy's Book on 5/12/2012

I have been a client of Dennis Wilson and Wilson Financial Services of Garden Grove for over 20 years. Without question, affiliating with him was the best financial decision I ever made. The variety of investment products he has and his…

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