Wilson Insurance & Financial Planning |
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Client ServicesWe've included a library of helpful forms. These email tools allow our clients to communicate with our office when it's convenient with them. Now we can handle many of your most frequent client service requests on-line. This can save you a trip to our office, and you are no longer limited by our standard office hours. On the web, we are open 24 hours a day 7 days a week. You can submit a policy change, file a loss report, and much more. Simply choose an email form from the adjacent navigation menu. Enter as much information as possible, and our office will respond promptly to your request.
 About Us
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| At the Wilson Insurance Agency, we firmly believe that you should seek the advice of an insurance agent before making a purchase of any type of insurance. We still believe in the value of a personal relationship with an insurance agent that you trust. And we encourage you to seek the consultation of an agent that holds one of the industry recognized designations such as a CFP, ChFC, CLU, AAI, LUTCF or CPCU. In addition to this,we strongly urge that you seek the advice of a trained financial professional before making a purchase of any financial product or service. Ideally, your adviser should hold one or more certification or designation. Some of the most recognized and respected are CFP, ChFC, CLU, AAI, or LUTCF. | ||