Our Purpose
To support individuals, including seniors, professionals with demanding schedules, and small business's, in managing their daily financial obligations through a blend of meticulous financial analysis, tailored planning and strategy, and compassionate, trustworthy service.
Our Vision
To streamline our clients' financial obligations in a manner that fosters tranquility, granting them the freedom to concentrate on what holds the greatest significance to them.
Our Mission
To unite our adept financial management expertise with the unique requirements of our clients, crafting personalized solutions, delivering dependable assistance, and furnishing pertinent economic insights that empower our clients to flourish in both their personal and professional endeavors.
Our Values
What is a Daily Money Manager (DMM)?
Why Work With Wilson Financial?
At Wilson Financial, our aim is to simplify and enhance money management for you. As Daily Money Managers, we provide valuable assistance to individuals, families, and small businesses by:
1. Spotting Hidden Financial Opportunities: Identifying avenues for growth and stability that may not be immediately apparent.
2. Maintaining Organization: Keeping you on track with budgets, bills, and records to ensure everything stays in order.
3. Adapting to Changes: Helping you navigate transitions confidently and seize new opportunities as they arise.
Think of us as your trusted partners on your journey towards financial success and peace of mind.
An Owners Vision
Scott Wilson
Owner & Money Manager
Scott Wilson’s journey with Wilson Financial is inspiring. His commitment to supporting, educating, empowering, developing, and serving others through what he calls planting S.E.E.D.S. is commendable. It’s not just about providing financial services but also about making a meaningful impact on people’s lives by equipping them with the knowledge and tools they need to navigate their financial journeys successfully.
With his background as a Personal Banker and Financial Service Representative, Scott brings a wealth of specialized knowledge and skills to his clients. His focus on assisting those facing challenges with essential financial tasks like budgeting, organizing documents, and managing bills reflects his genuine desire to address real-life problems and alleviate financial stress.
Moreover, Scott’s dedication to continually expanding his expertise in personal finance strategies ensures that he stays ahead of the curve in an ever-evolving industry. This commitment to ongoing learning and professional development speaks volumes about his dedication to providing the highest level of service to his clients.
Overall, Wilson Financial is poised to make a significant difference in the lives of individuals and families by offering not just financial services but also invaluable support and guidance on their financial journeys.
Wilson Financial
Locations
3420 Atrium Boulevard, Suite 160
Middletown Ohio 45005
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