Client Update

Client Update


We would first like to take this opportunity to welcome you to our new and improved website. We are thrilled to produce yet another source of communication to our clients as well as to those who are searching for the right financial firm for their personal and business planning needs.

Here at Wilcox Financial we are always striving to keep up-to-date with today’s rapidly paced technology, exploring additional avenues to get our name into the marketplace, and most important, improving efforts which best serve our clients. In designing our website we wanted to achieve several goals.

First, we aimed to strengthen relationships with our clients by creating another tool to view any information that pertains to their financial planning interest. Our website now makes it possible to view an incredible wealth of information which includes stock quotes, market news, business and world news, and even on-line accounts. Our clients also may access countless websites through our “Web Resources” page, and view our “Market Data Bank” which contains quarterly charts that illustrate a wide range of historical data which can be very insightful.

Secondly, we realize that most households prefer to privately research companies via the internet. For those that are searching for the right financial firm, we wanted to provide you with the information necessary to see why we are one of the strongest independent, locally owned financial service companies in Northwest Ohio.

Again, we want to thank you for visiting our website and for choosing Wilcox Financial for your comprehensive personal and business planning needs.