Focus: Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Insurance Strategies, College Funding Strategies, Risk Management Strategies, Financial Education
Wilcox Financial is a boutique Financial Planning firm with a strong focus on working with Women and Couples! Our mission is to empower you to own your financial future through education, while helping you implement strategies so that you can achieve your goals for your life now and down the road.
We strive to maintain the highest standards of client satisfaction. We are committed to results, financial education and accountability. Our goal is to consistently make a positive impact on your future success. We believe in clear communication, transparency, high integrity, and skillful execution.
SUNY at Buffalo- Masters In Business Administration
SUNY at Buffalo- Bachelors of Science Psychology
Affiliations & Memberships
American Business Women's Association - Vice president, Past president, Past treasurer
Society of Financial Professionals- Member
Kevin Guest house
Ride for Roswell
American Heart Association
Check the background of this investment professional on FINRA’s BrokerCheck
29 California Drive
Williamsville, NY 14221