Client Testimonials

Below are client statements on what it's like to work with our team.

This is why we do what we do.

DISCLOSURE

The following statements are testimonials by clients of the financial professional. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

I have been a client since Wilkinson Wealth Management was founded in 2008. I trust Susan and her team with anything, including my money, and they’ve always given me excellent advice. I’ve worked with three or four other financial planners over the course of my life – I’ve never found anywhere willing to go above and beyond the way Susan and her people do.

They’ve held my hand when things were rough. They stood by me and helped me pursue my financial goals. They’re always there for me – they’re the best.

- Mary B.

(This statement is a testimonial by a client of the financial professional as of 05/30/2023.)

I was looking for a wealth management firm who would work as hard, thorough, and ethical in managing our assets as I was in creating them and my search led me to Wilkinson Wealth Management. Our personal experience has been excellent when reaching out to Susan, Frank and/or several other team members who were able to advise and assist in forecasting different scenarios and resolving issues - some that came along from our past advisor firm.

All this has given us time to play and pursue our passions knowing that I can trust Susan and her team to keep me in the loop as needed.

– Bob D.

(This statement is a testimonial by a client of the financial professional as of 05/11/2023.)

I’ve know Tom for 40 years and have worked with him primarily. He’s very intelligent and is always prompt to answer my calls or questions. When he doesn’t have an immediate answer, he says “I’ll get back to you” and does so quickly. I live in Bermuda. I love having Tom/Wilkinson manage my money so that I don’t have to think about it as much. Their services allow me to focus on enjoying my retirement!

- Preston S.

(This statement is a testimonial by a client of the financial professional as of 05/11/2023.)

I’ve been with Wilkinson since they were founded. I’ve always felt very confident working with Susan, and recently I’ve begun working more with Peter. He is very helpful and very prompt when I reach out. I have a very good rapport with them both and recommend their services.

-Ann N.

(This statement is a testimonial by a client of the financial professional as of 05/11/2023.)

Wilkinson Wealth Management is by far the finest team that we have ever worked with, especially Frank and Susan, with whom we have worked closely. Thanks for all your hard work since 2015 when we hired you to be our financial advisor.

We really value your expertise and knowledge, as well as your being there to answer any questions or concerns. We want to acknowledge that you always go above and beyond. We feel like you treat us and manage our account with the same care and regard as you would your own family. I wish we had partnered with them even earlier. Thank you for always being reachable and accommodating.

- Jim and Cathy P.

(This statement is a testimonial by a client of the financial professional as of 05/23/2023.)

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