Wilkinson Financial Services works with Independent Accountants' Investment Counsel (IAIC), an independent financial planning and portfolio management company that works to safeguard and build wealth for its clients. Wilkinson Financial Services was created in 2002 after Wilkinson & Co. LLP joined the Independent Accountant's Financial Group in order to address the increasing number of clients who were looking for advice with regards to their investments, insurance, and estate planning.
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Last checked 2026-10-09
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