Wilson Financial Group Reviews (%countItem)
Wilson Financial Group Rating
Address: 2021 Midwest Rd # 200, Oak Brook, Illinois, United States, 60523-1370
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+1 (424) 702-5516 |
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Very simple, the Wilson Financial Group gets a A+ rating from me. Bill's dedication to his clients and his attention to details is 2nd to none. You may feel at times that he is a bit persistent, but you soon understand that his consistent efforts revolve around insuring that his clients get quality results. He helps with every detail to validate that to process works in your best interest.
I had just left my government employment about 10 years ago. I had reached the minimum requirement for retirement with pension. I was having big problems in the stock market. I saw a commercial. I met with Bill *** who introduced me to fixed annuities, designed to protect your principal investment. I have purchased four annuities with advice from Bill *** in the last 10 years. They have all performed well. I have taken advantage of the 10% penalty free withdrawals each year since then from all four. They all have gone up each year without any principal risk. One of the four from *** just returned 18% over the last two years. I really didn't know too much about fixed annuities before meeting with Bill ***. I would recommend that you spend some time with Bill discussing your retirement needs.
We met Bill through a business card promotion, and while I had reservations, in retrospect it could not have worked out better for us. Bill is a pleasure to work with. He explained in great detail, all of our options, and in terms we would understand. If Bill saw even a hint of question on our faces he would explain it again until he was satisfied that we understood him completely. If we had further questions we would call him and he would always pick up. And even now that his portion of the work is done, he calls to check on us to make sure everything is running smoothly. If we needed something from the financial institution he would make a 3 way call and made sure that we got what we needed! I will gladly recommend this gentleman to anyone.
Thanks John and Theresa..it was a pleasure in working with the two of you. Our relationship John and Theresa is lifetime, call with any concerns.
Bill