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Wilson Financial CPAFinancial advisor in Appleton, WI

Wilson Financial CPA is a financial advisor at 100 W Lawrence St Ste 223, Appleton, WI 54911, ranked #21 of 111 financial advisors in Appleton and rated 4.0 from 10 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Appleton, WIUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Wilson Financial CPA
Address100 W Lawrence St Ste 223, Appleton, WI 54911Get directions
Phone(920) 830-2275
Websitewilsonfinancialcpa.com
Google rating4.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Appleton and 8 towns within 25 miles: Menasha, Little Chute, Neenah, Kaukauna, Oshkosh, De Pere, Ashwaubenon and Allouez.

Based in Appleton, WIView on map

Questions about Wilson Financial CPA

How is Wilson Financial CPA ranked in Appleton?

Wilson Financial CPA is ranked #21 of 111 financial advisors in Appleton by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Wilson Financial CPA serve?

Serves Appleton and 8 towns within 25 miles: Menasha, Little Chute, Neenah, Kaukauna, Oshkosh, De Pere, Ashwaubenon and Allouez. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wilson Financial CPA?

Wilson Financial CPA has a rating of 4.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wilson Financial CPA?

Call Wilson Financial CPA on (920) 830-2275. The business is at 100 W Lawrence St Ste 223, Appleton, WI 54911. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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