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Details

Solutions for Tomorrow . . .Today!

General Info

Wilson Financial Services offers a personalized approach, allowing our clients to look to us for much more than investment advice. Together, Dennis and his Staff with their extensive knowledge and combined experience of more than 75 years consistently offer creative planning and cutting-edge financial solutions.

HoursOPEN NOW
Regular Hours:
Mon - Thu
Fri
Sat - SunClosed

Contact Info

Phone:

Main - 714-705-1900

ExtraTollFree - 800-696-9970

Address:
12419 Lewis St Ste 101 Garden Grove, CA 92840
Email:

Reviews

5
9 Reviews
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C
charlieho'donnell

09/23/12

1 Reviews0
5.0

I have great respect for Dennis Wilson's knowledge as a financial planner. He keeps us with market trends and changes his strategy accordingly. I feel so at home with him and his team at Wilson Financial Services.

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S
santiagopayten_87

09/19/12

1 Reviews0
5.0

Dennis Wilson, a financial planner in Garden Grove, CA, has an education style of helping with financial goals. He is trustworthy, truthful, and has a great track record

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T
theresalandaverde

07/07/12

1 Reviews0
5.0

We had a need for a trustworthy financial planner and Dennis met the bill. He has been our adviser for 20 years.

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F
fredkirk950

07/01/12

1 Reviews0
5.0

I have found that Dennis has people's best interests at heart when dealing with their financial plans. He is complete in the advice he gives others and is fully trustworthy.

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D
dennisnorris906

06/11/12

1 Reviews0
5.0

Deniss Wilson's monthly dinners are a great way for us to introduce our friends to Wilson Financial Services. Dennis encourages us with the fact that when we are ready, he is able to provide positive and practical financial advice.

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K
kendraheath844

06/06/12

2 Reviews0
5.0

Dennis' monthly information dinners present us with opportunities to meet others just like us! Over the years, Dennis has deepened his knowledge and experience.

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R
randallfowler658

06/03/12

1 Reviews0
5.0

Dennis makes it very easy. He takes care of all of the details and explains everything I need to know in a very thorough manner.

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W
watts_floyd

05/21/12

1 Reviews0
5.0

Our friends have introduced us to Dennis Wilson and Wilson Financial Services and we appreciate your including us. Our plan is to make an appointment as soon as possible.

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D
David H.

05/12/12

2 Reviews1
5.0

I have been a very pleased client of Wilson Financial Services and Dennis Wilson for 20 years. I have also had him assist my mother with her estate as well as my wife's mother with hers. As a matter of fact, I highly recommend Dennis Wilson for financial services to many people that I meet in my business.

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Categories
Financing Consultants, Financial Planning Consultants, Financial Services
Payment Options
check
Location
Near to Lampson and Lewis in Garden Grove, CA
Neighborhood
Garden Grove
Amenities
Large parking lotCoffee and tea availableRestroom Facilities
Languages
English, Tagalog
Accreditation

Certified Wealth Planner

Associations
BBB,
Data provided by one or more of the following: Thryv, Data Axle, Yext.