WilSave Financial Employee Directory

Financial ServicesIllinois, United States2-10 Employees

At WilSave, we help our clients protect their principal from market declines while getting competitive returns in both totally safe and risk managed portfolios.

Our philosophy: 
• Safety first - Protection of principal!
• Competitive returns
• Keep it simple!

Our practice center on two main categories of money:
1.	Money totally protected from market risk. Our clients feel that a portion of their portfolios should be completely protected from market risk. We keep that money safe and get them a reasonable rate of return. 
2.	Money in the market with risk management techniques designed to limit losses during market downturns. With the volatility in the market, an eye on the downside is very important. Risk management helps limit losses. When you lose less, you can make more over the long term. These techniques are important for investors of all ages. To learn more about this, please contact me.

What we offer?
Financial planning, financial advice, wealth management, professional risk-managed portfolios, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, life insurance, long term care insurance, 401(k)'s, tax free and tax deferred strategies.

Go to www.wilsave.com or e-mail me at steve@wilsave.com to set up an no obligation meeting.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and WilSave Financial are independent of each other

Find WilSave Financial employees' phone numbers or email addresses

WilSave Financial Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Oceania
1

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  • Australia
    1

WilSave Financial's Leadership

  • Stylized image of a person
    S. S.
    Ceo And Founder
    Phone icon
  • Stylized image of a person
    D. S.
    Director Of Client Relations
    Phone icon
  • Stylized image of a person
    O. D.
    Associate Advisor
    Phone icon
  • Stylized image of a person
    V. M.
    Tax-Free Retirement And Medicare Specialist
    Phone icon

WilSave Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from WilSave Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. S.
    Ceo And Founder
    Phone icon
    United StatesIllinois
    May 25, 2025
  • Stylized image of a person
    D. S.
    Director Of Client Relations
    Phone icon
    United StatesIllinois
    Oct 21, 2024
  • Stylized image of a person
    O. D.
    Associate Advisor
    Phone icon
    United StatesIllinois
    Jun 04, 2025
  • Stylized image of a person
    V. M.
    Tax-Free Retirement And Medicare Specialist
    Phone icon
    United StatesIllinois
    Oct 21, 2024

Frequently Asked Questions

What is WilSave Financial known for?

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WilSave Financial was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 800 East Northwest Highway #205 Mount Prospect, Illinois United States. Explore WilSave Financial's company overview page for more information.

What is WilSave Financial's most common email format?

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WilSave Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WilSave Financial email formats with LeadIQ.

How many employees does WilSave Financial have currently?

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WilSave Financial has approximately 3 employees as of April 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are WilSave Financial's key employees and leadership?

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As of April 2026, WilSave Financial's key employees include:

  • Ceo And Founder: S. S.
  • Director Of Client Relations: D. S.
  • Associate Advisor: O. D.
  • Tax-Free Retirement And Medicare Specialist: V. M.

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