Really pleased with the customized advice and guidance I received from this firm. I'm also impressed with how thorough their advice is. I'm certain that I have a financial plan that will protect my family. I highly recommend Wilcox Financial. read more
We're on a mission to empower Women to own their financial futures and feel confident about their money choices. We're a boutique financial planning firm that offers fee based comprehensive financial planning, retirement planning as well as investments (asset management), life, disability and long term care Insurance! We are obsessed with our clients success and helping them to achieve their financial goals. Our process is simple, educational and practical. Our systems won't overwhelm you, and you will never be judged. We listen to what you want and what your individual needs are. Coming in to talk with us about planning is like talking to a friend.
History
Established in 2012.
Our company was founded in 2012, and our advisers have over 20 years of combined experience! We've grown over the years and we're constantly learning how we can make an even greater impact in the lives of our clients and add an extreme amount of value. Today our practice is focused on working with women and empowering them to own their financial futures.
Meet the Business Owner: Nicholle O.
Nicholle Overkamp, MBA is a financial planner and retirement planning specialist. She's the founder and CEO of Wilcox Financial Group, LLC. Nicholle achieved her Retirement planning specialist designation from Wharton and her MBA with a concentration in finance from the University of Phoenix. In 2013 she was the Woman of the Year recipient for the American Business Woman's Association of WNY, 2016 Courageous person award recipient. Throughout her career shes received multiple top agent awards. She serves the community as the Vice President for Prevention Focus, an organization that works within the community to prevent drug abuse and addiction, and promote healthy and happy lifestyles. Nicholle is currently working on writing a book about empowering women, decisions and education on what they need to know to "Own their future" and be finance savvy!