Wilson Financial Group, LLC is an independent financial advisory firm based in Westerville, Ohio. The firm focuses on providing personalized financial strategies for individuals, families, and business owners, emphasizing long-term client relationships. Their services encompass comprehensive financial planning, investment management, retirement planning, and insurance solutions. As an independent entity, they are not tied to proprietary products, allowing them to offer objective advice. They are affiliated with Cetera Advisors LLC, which serves as their broker-dealer, providing regulatory compliance, and operational support.

Founded in

United States