Individuals, Families, Busy Professionals & Business Owners
Building Lasting Relationship
Providing indispensable personal financial solutions to seniors, families, busy professionals, and small businesses, Wilson Financial offers a comprehensive range of services. These include, but are not limited to, devising bill payment strategies, conducting bank account and credit card reconciliations, creating budgets, assisting with medical claim submissions, organizing tax records, and more. The extent of services rendered is tailored to the specific requirements and preferences of each individual client.
Our Service Impact
Testimonials
As retirement approaches in just a few months, I found myself in need of financial guidance. Fortunately, I crossed paths with Scott, whose expertise has been invaluable in easing my concerns and instilling confidence in my retirement plans. Scott’s no-pressure approach and expert advice have truly put me at ease during this transition. I wholeheartedly recommend Scott to anyone seeking financial advice. His professionalism and support have been instrumental in helping me navigate this important life stage.
Bill Stone
Veterans Affairs Nurse
In the half-decade of our association, Scott has evolved from my financial adviser into a mentor and friend of considerable influence. His guidance, positivity, and knack for finding solutions have been instrumental. What sets Scott apart is not just his financial acumen, but his genuine empathy and commitment to personal growth. He embodies the essence of mentorship and friendship, leaving a lasting impression on all aspects of my life.
Abigail Cramer
Regional Athletic Director
I strongly recommend Scotts services. During the challenging process of building our home, financial setbacks arose due to builder errors. Thanks to Scott’s earlier financial advice, we overcame these setbacks smoothly, moving into our new home without major disruption. Scott’s invaluable support was crucial during this time, and I’m deeply grateful for his assistance in ensuring our financial stability and peace of mind. Thank you, Scott.
Terry Shores
History Teacher & Family Man
Scott has been our money manager for the last 4 years, and he consistently exceeds our expectations in handling both our personal and business financial matters. Whenever we approach him with a request, he goes above and beyond to ensure our needs are met promptly and effectively. His exceptional skills in financial management have been invaluable to us, and we eagerly look forward to continuing our partnership with him.
Everett & Tina Hurst
Real-Estate Business Owners
Over the past three years, Scott has become an essential part of our financial journey, both for our family and our business. Whenever we’ve had questions or concerns about money, he’s been there with answers and solutions that fit our needs perfectly. His guidance has not only helped us manage our finances better but has also given us a sense of security and confidence in our financial future. Scott’s support has been invaluable, and we’re truly grateful for the positive impact he’s had on our lives.
Greg & Toni Phillips
Collision Repair Shop Business Owners
I’ve known Scott for 15 years, and every time we’ve interacted, our discussions naturally gravitate towards finances. He’s always been thorough, taking the time to research if needed before providing an answer. What sets Scott apart is his non-judgmental attitude towards my financial situation. Now, as I approach retirement, he’s guiding me through decisions regarding my 401k, social security benefits, and overall savings strategy. Opening up about personal finances can be tough, but Scott has been incredibly considerate and patient throughout the process. His knowledge and straightforward approach make working with him a pleasure. I truly appreciate his kindness and all that he’s done for me. Trust me, you won’t regret working with Scott.
Anita Storey
Retired
Wilson Financial
Locations
3420 Atrium Boulevard, Suite 160
Middletown Ohio 45005
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