Wilson Wealth - Charlotte, North Carolina

Wilson Wealth: A Trusted Financial Institution in Charlotte, NC

Address: 15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277

Phone: 042224162

Website: wilsonwealth.com

Specialties: Financial institution, Financial planner

Other points of interest: Identifies as Black-owned, Wheelchair accessible entrance, Wheelchair accessible parking lot, On-site parking

Opinions: This company has 1 reviews on Google My Business. The average opinion is 5/5.

Overview: Wilson Wealth is a prominent financial institution based in Charlotte, North Carolina, with a strong focus on providing personalized financial planning services to its clients. With a commitment to excellence and a client-centric approach, Wilson Wealth has earned a solid reputation in the financial industry.

Services: At Wilson Wealth, clients can expect a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. The company's team of experienced financial advisors works closely with clients to understand their unique financial goals and develop tailored strategies to help them achieve their objectives.

Team: The core strength of Wilson Wealth lies in its dedicated and knowledgeable team. Led by the esteemed financial advisor, Maurice Wilson, the team comprises professionals with extensive experience in the financial sector. Maurice's practical, intelligent, and trustworthy approach has earned him a great deal of trust and respect among his clients.

Accessibility: Wilson Wealth takes pride in being an inclusive business, offering wheelchair accessible entrance and parking lot, as well as on-site parking facilities, ensuring that all clients can easily access their services.

Community Involvement: Wilson Wealth is also committed to giving back to the community, identifying as a Black-owned business. This dedication to social responsibility is a testament to the company's values and its desire to make a positive impact beyond its financial services.

Testimonials: The company's exceptional service has been acknowledged by its clients, with a glowing review highlighting Maurice's expertise and trustworthiness. This strong track record of satisfied clients speaks volumes about the quality of service provided by Wilson Wealth.

Contact: For those seeking financial guidance and personalized planning, Wilson Wealth is an excellent choice. With their commitment to excellence, client-centric approach, and diverse range of services, they are well-equipped to help individuals and families achieve their financial goals. To learn more about Wilson Wealth or to schedule a consultation, visit their website or contact them at 042224162.

👍 Reviews of Wilson Wealth

Damon R.

5/5

Maurice is practical, intelligent and trustworthy person who also happens to be a great financial advisor. I trust him completely.