Wilson Financial Services: Trusted, compassionate financial planning and life insurance in Garden Grove.
Wilson Financial Services in Garden Grove, CA 92840, delivers professional financial and life insurance guidance from a trusted team. Reviews note empowering clients to make informed decisions and a personalized, attentive approach that feels like family. Advisors such as Juan Verdin are praised for compassionate retirement planning, and Dennis Wilson has served clients for nearly twenty years with clear, respectful guidance.
12419 Lewis St, Garden Grove, CA 92840, USA
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Comprehensive strategies to secure your financial future and plan for a comfortable retirement.
Personalized life insurance solutions to protect your family and assets.
Guidance on insurance options to cover future healthcare needs and expenses.
Assistance in creating living trusts for estate planning and asset management.
One-on-one advisory sessions to address all financial matters and uncertainties.
Overall rating
Bijan Roboubi
Wilson Financial Advisors are some of the most professional financial and life insurance advisors in the industry. They take great care of their clients and empower them with the knowledge to make the right decision. Highly recommend them.
Do Dio
We are new to Wilson Financial (advisor Juan Verdin), but with the dealings we've had with them so far, as our retirement planning continues, have been fantastic. Juan is compassionate, understanding, and very patient! We're SO glad we listened to the radio ads and gave them a call!
David Holland
I have been the beneficiary of Dennis Wilson and Wilson Financial Services for 20 years. It has been a very profitable and positive experience and it continues on to this day. I highly recommend Dennis for your financial needs and direction.
Sarah Lambert
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, we have been confident of his expertise in all of our financial matters from establishing a living trust, life insurance, long term care insurance through and including the planning of our retirement years! In this day of financial uncertainty, Dennis Wilson has proven to us his solid Christian values and honorable character and therefore we have no hesitation in referring our friends and family to his counsel in financial planning!
Anthony Grimsley
Dennis and his team are completely professional in their dealings with me. I am impressed that they greet me by name and make me feel that I have their total attention and like family.
