Wilson Financial Services Inc.

 

1116 Fashion Ridge Road
Dry Ridge, KY 41035-9609
(859) 824-9422
Today: 9:00 AM to 5:00 PM
Alternate Phone: (859) 824-9428
Alternate Phone: (800) 482-6992
james.wilson@lpl.com
We at Wilson Financial Services, Inc., are dedicated to the basics:

Identifying your goals
Developing a plan based on sound advice and knowledge
Implementing the plan: updating it on a regular basis

The key to our success, and yours, is our concept of a team effort. We have assembled a staff of professionals who have the knowledge, the experience and the sophisticated support systems you need.

Best of all, we have never lost sight of one essential element - personal service. At Wilson Financial Services, Inc., you'll find the best of both worlds...the resources of a large company, and the personal attention that dedicates itself to a single mission - charting and implementing your financial course.

See our affiliate office at:
4619 Perry Street
Cincinnati, OH 45242
Mon 9:00 AM to 5:00 PM
Tue 9:00 AM to 5:00 PM
Wed 9:00 AM to 5:00 PM
Thu 9:00 AM to 5:00 PM
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Comprehensive Financial Planning Services for Individuals and Businesses
Investment Services
Financial and Estate Planning
Referrals to Legal Services, Will and Trusts, Business Incorporations, Employee Contracts, etc.*
Referrals to Accounting Services, Corporate and Individuals Tax Returns, Tax Analysis, etc.*
Corporate Benefits
Voluntary Employer Benefits

IRA's, 401K's, Simple IRA's, Profit Sharing, Retirement Plans, Etc., Stocks, Bonds, Mutual Funds, Life Insurance and Annuities, Group Insurance - Health, Life, Dental and Disability, Individual Health Insurance and Medicare Supplements, Long-term Care, Section 125 - Flexible Spending Accounts Plans

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