to excel in client satisfaction. We provide tax, financial, and business services, which are accurate, timely, and reasonably priced. Our experienced, educated and ethical professionals take pride in meeting and exceeding our client’s needs regarding financial and tax decisions.
IMPORTANT CONSUMER INFORMATION
This site is for information purposes only and it not intended to be a solicitation or offering of any security and:
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities and insurance products are offered through Investment Centers of America, Inc., (ICA) member FINRA / SIPC, and affiliated insurance agencies. ICA and Willson & Company are separate companies. ICA does not provide tax or legal advice.
It is the policy of Willson & Company to handle the information you provide us with the utmost confidentiality and care. We restrict access to non-public personal information about you to members of our firm who need to know this information in order to complete the work you hired our firm to do. We will not disclose your personal and confidential information to anyone outside our firm without your express written permission to do so. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your non-public personal information.