Wilson & Associates Insurance & Financial Services, Inc.

CONNECT

Address:

4200 Forbes Blvd Suite 124
Lanham, MD 20706

Phone:

301-306-0800

Fax/Other:

301-306-0803

About Michael Wilson

Michael Wilson is the principal of Wilson & Associates Insurance & Financial Services, Inc. a financial services firm focusing on helping people invest for their futures. This is accomplished by advising individuals, families and businesses towards wise financial stewardship.

Since 1982 Michael has helped clients understand the different types of life insurance and other financial products. His practice now focuses on helping his clients understand that financial planning is not just about rate of return on investments. He is able to communicate in terms easy to understand the complex issues most people face today when it comes to their money such as taxes, inflation, transferring their wealth away unknowingly and much more. With his style of communication, Michael is able to truly assist his clients comprehend what problems they are facing and the solutions that will help them reach their financial goals.

At age 18 Michael enlisted in the Army and served his country for four years. His military experience in communications landed him a job with the U.S Customs service as an Intelligence Research Specialist. While working full-time he was able to attend college part-time at Prince Georges community college.  For many years he has educated other financial representatives in marketing financial services products. His agency with a partner had over 60 representatives until 1989 when he decided to focus on helping clients versus managing representatives. A decision he has never regretted. His relationship with his clients is one of trust built on honesty. Michael is a member of the National Association of Insurance and Financial Advisors (NAIFA); and has a Certified Fund Specialist (CFS) designation from the Institute of Business and Finance (IBF). He is constantly increasing his knowledge through continuing education, working with highly rated companies to be able to provide top products to his clients. 

Michael lives in Davidsonville, Maryland with his wife Maxine. They have four children, twin boys and two girls.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck