Seth Wilson, Financial Advisor located in New Palestine, IN

Financial Advisor
Seth N Wilson

CFP®, CEPA®
48 W Main St Suite A, New Palestine, IN 46163opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Baseball
  • Golfing
  • Health & Nutrition
  • History and Museums
  • Spending Time with Family

Team Members

  • Shannon Owensby
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(317) 623-5673

Fax

(888) 626-3125

Office Address

48 W Main St Suite A
New Palestine, IN 46163opens in a new window

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