Name: Wilson Financial Services
Address: 12419 Lewis St, Garden Grove, CA, 92840, US
Telephone: (714) 705-1900
Rating: 4.75

Our mission is to serve God through helping individuals and families make informed financial decisions to improve their overall financial situation and benefit their financial future. Schedule a meeting to sit down with us and discover what your ideal retirement looks like. Using the Wilson Financial Services plan, we'll examine your current financial situation and determine your retirement needs.

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Reviews (8)

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Do Dio

Jul 23, 2020

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Positive: Professionalism, Quality, Responsiveness, Value
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!

Mike Knapp

Jun 23, 2020

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I didn't have a lot to bring to the table but Wilson financial treated me like a large investor... Thanks Juan

David Holland

Jan 16, 2015

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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

Jan 16, 2013

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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!

Wallace Wade

Dec 13, 2012

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I have great respect for Dennis' knowledge as a financial planner. He keeps us with market trends and changes his strategy accordingly.

Kenneth Cantu

Nov 29, 2012

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We were referred to Dennis by David Holland and feel so comfortable with both of them. We look forward to the day when we will be able to invest fully.

Deanna Lauritzen

Nov 24, 2012

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I so appreciate Dennis being the trustworthy financial planner/adviser that he is.

Anthony Grimsley

Jul 02, 2012

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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.