Insights

Client Base Expansion Wilson Financial Group serves a diverse clientele including families, small businesses, and non-profit organizations, indicating opportunities to tailor specialized financial products and services to these segments, especially as they seek comprehensive, trustworthy financial guidance.

Growth Potential With estimated revenues between one and ten million dollars and a small team of 2-10 employees, there is significant scope for scaling operations through technology upgrades, expanded service offerings, or strategic partnerships to increase market reach and revenue streams.

Local Market Focus The company's deep roots in the Greater Atlanta area and its long-standing track record provide a strong foundation to deepen relationships with local clients and leverage regional brand recognition to attract new business, especially among community-focused organizations.

Technology Leverage Utilizing popular web infrastructure tools like WordPress and cloud servers suggests openness to digital transformation; investing in innovative client engagement platforms or financial planning tools could enhance service delivery and attract tech-savvy clients.

Market Differentiation Compared to larger firms with tens of thousands of employees, Wilson Financial Group’s personalized approach and multi-generational focus can be positioned as a key differentiator in personalized, trust-based financial advisory services for affluent or relationship-driven clients.

Wilson Financial Group, LLC Tech Stack

Wilson Financial Group, LLC uses 8 technology products and services including WordPress, Google Fonts API, cPanel, and more. Explore Wilson Financial Group, LLC's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • cPanel
    Hosting Panels
  • PHP
    Programming Languages
  • MediaElement.js
    Video Players
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers
  • Nginx
    Web Servers

Media & News

Wilson Financial Group, LLC's Email Address Formats

Wilson Financial Group, LLC uses at least 1 format(s):
Wilson Financial Group, LLC Email FormatsExamplePercentage
First@wilsonfinancialgroup.comJohn@wilsonfinancialgroup.com
100%

Frequently Asked Questions

Where is Wilson Financial Group, LLC's headquarters located?

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Wilson Financial Group, LLC's main headquarters is located at 1325 Satellite Boulevard Northwest Suite 103 Suwanee, Georgia 30024 United States. The company has employees across 1 continents, including North America.

What is Wilson Financial Group, LLC's phone number?

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You can contact Wilson Financial Group, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wilson Financial Group, LLC's official website and social media links?

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Wilson Financial Group, LLC's official website is wilsonfinancialgroup.com and has social profiles on LinkedIn.

What is Wilson Financial Group, LLC's NAICS code?

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Wilson Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Wilson Financial Group, LLC have currently?

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As of March 2026, Wilson Financial Group, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Chief Executive Officer: G. W.President: A. G.President: S. W.. Explore Wilson Financial Group, LLC's employee directory with LeadIQ.

What industry does Wilson Financial Group, LLC belong to?

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Wilson Financial Group, LLC operates in the Financial Services industry.

What technology does Wilson Financial Group, LLC use?

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Wilson Financial Group, LLC's tech stack includes WordPressGoogle Fonts APIcPanelPHPMediaElement.jsApacheApache HTTP ServerNginx.

What is Wilson Financial Group, LLC's email format?

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Wilson Financial Group, LLC's email format typically follows the pattern of First@wilsonfinancialgroup.com. Find more Wilson Financial Group, LLC email formats with LeadIQ.

When was Wilson Financial Group, LLC founded?

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Wilson Financial Group, LLC was founded in 2006.

Wilson Financial Group, LLC

Financial ServicesGeorgia, United States2-10 Employees

Wilson Financial Group, LLC is an independent financial planning, investment advisory and tax advisory firm located near Atlanta, GA. We provide multi-generational peace through comprehensive financial planning services. We serve family, small businesses and non-profit organizations.

We have delivered high quality accounting and tax services to clients in the Greater Atlanta area for more than 35 years. Our mission is to combine knowledge, insight, integrity and commitment to deliver value to our clients, measuring our success by our ability to positively impact our clients’ financial results.

In 2006 we expanded our service to provide comprehensive financial planning services and investment advisory services to our existing clients. Our clients were seeking high quality and trust worthy financial advice for all of the financial situations, not just tax and accounting situations. 

We provide a range of services including financial planning, tax preparation and tax advisory, risk management and estate planning, as well as CFO services for businesses. Whether you are just beginning to plan for your future or have reached a turning point and need the tools to make the right decisions, we strive to meet the long-term financial goals of all of our clients while forming lasting, mutually beneficial relationships.

Section iconCompany Overview

Headquarters
1325 Satellite Boulevard Northwest Suite 103 Suwanee, Georgia 30024 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Wilson Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Wilson Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

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