Nick, Is very attentive to his clients. He provides excellent advice on where the best options are based on his clients needs. He is always available, if he is in a meeting, he always returns your phone calls. He proactively reaches out to the clients to provide updates, or just to see how things are going. I’ve been with Nick for several years and not once has he failed to meet expectations. So you get excellent quality at a very reasonable price. His advice, check in phone calls, and scheduled meetings to review our portfolio is outstanding. Nick is very professional, and friendly. If I were looking for someone that I wanted to invest with, I would save time and go with Nick. He is simply the best. If you are referred to another professional that Nick has mentored, I would willing to accept that, as I know the professionalism Nick has taught them.

I have been an investment customer of Nick Wilson’s for several months now. I’m so happy I decided to use him to help with my small business financial services. I procrastinated on setting up a 401-K and other plans for my business until the last minute before tax time. On a phone call, he stopped what he was going and made sure to get all the documents done that I needed in a very short window of time. He’s professional, friendly and takes time to explain options and documents. I never felt pressured. I highly recommend him for investment and financial services!!

Extremely knowledgeable and guided us in the right direction for our financial needs.