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Jeffrey E. Wilson, CFP®

Wilson Financial Group, LLC

1325 Satellite Blvd NW
Ste 103
Suwanee, GA 30024
Phone: (770) 447-9426
Fax: (770) 447-5283

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Disaster Recovery
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Starting a Family
  • Tangible Assets
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.