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Wilcox Financial Group, LLC
- Financial Services
- Williamsville, NY
About this business
Specialties We're on a mission to empower Women to own their financial futures and feel confident about their money choices. We're a boutique financial planning firm that offers fee based comprehensive financial planning, retirement planning as well as investments (asset management), life, disability and long term care Insurance! We are obsessed with our clients success and helping them to achieve their financial goals. Our process is simple, educational and practical. Our systems won't overwhelm you, and you will never be j... read more
Location details
29 California Dr, Williamsville, NY, 14221, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 6:00 p.m. | |
| Tue | 7:00 a.m. to 6:00 p.m. | |
| Wed | 7:00 a.m. to 6:00 p.m. | |
| Thu | 7:00 a.m. to 6:00 p.m. | |
| Fri | 7:00 a.m. to 6:00 p.m. | |
| Sat | 7:00 a.m. to 6:00 p.m. | |
| Sun | Closed |
The team over at Wilcox Financial and Power House Money are incredible to work with! I have attended a Level Up seminar put on by Nicholle a few months back which got the ball rolling. From then on I was just super ready to take control of my financial life. Being a stay at home mom for the last 5 years and giving up my financial stability I knew it was time to bring Nicholle into my life. I am happy to say just a few months in and I have had my biggest month since starting my business. I would highly recommend Nicolle and h... read more
Nicholle, Sarah and the entire team at Wilcox have completely changed my husband and I’s financial trajectory!! Their expertise, proactive approach and knowledge are unmatched. We have been using them for almost 4 years now and I can confidently say that without them we would not be where we are financially. Nicholle & Sarah have become apart of our family ❤️ if you’re searching for a team of experts to partner with you to level up, they are it!!!
Professional and very personable. Trustworthy and knowledgeable! I recommend to my family and friends looking for financial guidance.
Money can be difficult to talk about; but these women make it easy and fun to discuss and plan for your financial future. Not only are they super smart and professional, they are friendly and caring. Their clients are like family, and they set a very comfortable mood for discussing money. They offer a setting that I believe you cannot find anywhere else; fun, comfortable, and effective. If they have an event, you should attend because they typically have the best food and wine set up! Best you can get!
Frequently asked questions about Wilcox Financial Group, LLC
How is Wilcox Financial Group, LLC rated?
Wilcox Financial Group, LLC has a 5 star rating with 4 reviews.
When is Wilcox Financial Group, LLC open?
Wilcox Financial Group, LLC is closed now. It will open tomorrow at 7:00 a.m.
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