Empowering Your Financial Future, One Client at a Time.
Who We Are
At WTS Financial, we believe that financial services should be personal and tailored to each client's unique needs. That's why we're dedicated to providing exceptional service, expert guidance, and innovative solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering a high level of customer satisfaction, and we're proud to have built a reputation for trust, integrity, and professionalism.
Practice Areas
We offer a wide range of services to meet the diverse financial needs of our clients. Some of the services we provide include:
Tax Services
We offer both personal and business tax services at competitive pricing without compromising the level of service you receive. Our experienced team will help you navigate the complex tax laws to ensure you're getting the maximum refund you deserve.
Safe Money Investments
We offer fixed and indexed annuity products from top-rated companies to help ensure your financial security. Our independent producers will work with you to identify the best products to meet your needs.
Insurance Sales
We offer various insurances, including universal life, term life, and mortgage protection, to provide safety and security for you and your family.
Financial Management
Our team offers financial management services and advises clients on financial strategies and planning. We'll work with you to create a personalized financial plan to help you achieve your goals.
Bookkeeping & Payroll
We offer bookkeeping and payroll services for businesses of all sizes, as well as training to help you manage your financial operations efficiently.
Business Start-up
We offer services and advise for clients interested in starting a new business. We'll help you navigate the process and provide guidance on financial planning and management.
Publications
Our team has created a series of publications to help clients understand complex financial concepts and make informed decisions about their financial future. Our most recent publication, the Safe Money Guide, provides an in-depth look at the importance of annuities in retirement planning.
Overall Experience
All the reviewers had a positive experience with WTS Financial, with every review giving a 5-star rating. They praised the ease of use of the dashboard and organizer, secure chat function, and the responsiveness of the staff. Many reviewers mentioned that the tax preparation process was stress-free, and they were able to quickly and easily complete their returns.
Communication
Several reviewers complimented on the immediate, informative, and helpful communication they received from WTS Financial. They appreciated how staff replies quickly to their questions and concerns.
Professionalism
The reviewers praised the professional manner of the staff, particularly William Sansing. They mentioned that he was friendly, efficient, and keen to help them streamline their QuickBooks Online application.
Services
The reviewers appreciated the various services offered by WTS Financial, including the automated system, which made filing taxes quick and easy. Many reviewers mentioned that the staff was thorough in finding deductions and preparing their taxes.
Price
Some reviewers mentioned the reasonable price of WTS Financial, with one reviewer stating that it was the best price they have ever experienced.
Conclusion
Overall, the reviewers had a thoroughly positive experience with WTS Financial, praising the ease of use, communication, professionalism, services, and price.
