Wilson Financial Group

Wilson Financial Group As a company, we believe in providing our clients with clarity and solutions. Les Wilson CPFA, LUTCF Cambridge and Wilson Financial Group are not affiliated.

Securities offered through registered representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors Inc., a registered investment advisor. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Please note: In honor of Thanksgiving, our office will be closed on Thursday, November 27th, and Friday, November 28th s...
11/19/2025

Please note: In honor of Thanksgiving, our office will be closed on Thursday, November 27th, and Friday, November 28th so our team can enjoy the holiday and spend meaningful time with their families. We will reopen on Monday, December 1st and resume normal business hours. Wishing everyone a warm, safe and happy Thanksgiving! 🦃

November is Long-Term Care Awareness Month!Have you considered whether you could afford long-term health care if it were...
11/03/2025

November is Long-Term Care Awareness Month!

Have you considered whether you could afford long-term health care if it were needed? Do you know what those costs might look like? We’re here to help you prepare for the unexpected. Call us at (704) 864-9404 to discuss your options or get answers to any questions you may have.

A little food, fun and football! 🏈 it’s always great to connect outside the office and celebrate the relationships that ...
10/31/2025

A little food, fun and football! 🏈 it’s always great to connect outside the office and celebrate the relationships that make our work so meaningful.

Time flies when you have great people on your team and today we’re thrilled to celebrate Robbie’s 1-year anniversary wit...
10/14/2025

Time flies when you have great people on your team and today we’re thrilled to celebrate Robbie’s 1-year anniversary with us as our New Business Processor!

Over the past year, Robbie has brought a strong work ethic, a sharp eye for detail, and a fantastic attitude to every part of the process. His growth, professionalism, and dedication have truly made a difference. Not just in the work, but in the culture we’re building.

Robbie, thank you for everything you’ve contributed in your first year. We’re excited for what’s ahead! 👏🏼🎉

10/06/2025

How unexpected costs reduce retirees' savings.

We’re excited to welcome Tristy to our team as our new intern! Tristy is a senior at Highland School of Technology and w...
10/01/2025

We’re excited to welcome Tristy to our team as our new intern!

Tristy is a senior at Highland School of Technology and will be joining us this semester through her high school internship program. She plans to attend Belmont Abbey College next fall to pursue a B.A in finance.

We’re glad to be a part of her journey and look forward to supporting her growth and success.

Be sure to say hello and give her a warm welcome when you see her around the office!

09/29/2025

How nest eggs shrink and how to protect yours.

09/22/2025

What most people miss about retirement expenses.

What a way to end the season! Our first Annual End-of-Summer Cookout was a day to remember. Thank you to all the clients...
09/16/2025

What a way to end the season! Our first Annual End-of-Summer Cookout was a day to remember.
Thank you to all the clients, families, and friends who came out to spend the day with us. It was a joy to connect, relax, and celebrate the season together. We’re incredibly thankful for the trust you place in us. We know you have options, and we’re honored you continue to choose our team.
Already looking forward to making next year’s cookout even better!

09/15/2025

Smart ways to make your savings go further.

We’ve made some big changes around here and we’re excited to share them!As our team continues to grow, we remodeled our ...
08/29/2025

We’ve made some big changes around here and we’re excited to share them!

As our team continues to grow, we remodeled our office to create a space that reflects who we are and where we’re headed. Huge thanks to Heritage Signs & Displays for bringing our branding to life with stunning wall decals and signage throughout the space.

We love how it turned out and we can’t wait for our clients to come in and see it all!

As we approach Labor Day, we take a moment to honor the hard work, dedication, and resilience of workers across all indu...
08/28/2025

As we approach Labor Day, we take a moment to honor the hard work, dedication, and resilience of workers across all industries. Whether you’re on the front lines, behind a desk, in a classroom, on the road, or anywhere in between, your contributions matter.

Labor Day is not just a long weekend, it’s a reminder of the progress we’ve made and the work that still lies ahead to support fair wages, safe working conditions, and opportunities for all.

To all the professionals, teams, and individuals who show up every day and give their best-thank you.

Enjoy a well deserved break!

Address

520 S. New Hope Road
Gastonia, NC
28054

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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