Client Portals

 
 

612 West Eleventh Street, Suite 101

Tracy, CA  95376

Tel. (209) 832-2997 · (209) 832-4184

 

to be the leading provider of business and financial services in our community.

 

 

to excel in client satisfaction. We provide tax, financial, and business services, which are accurate, timely, and reasonably priced. Our experienced, educated and ethical professionals take pride in meeting and exceeding our client’s needs regarding financial and tax decisions.

 

 

 

(Client Portals)

 

 

 

Download a blank client organizer by selecting the link below:

(Click Here)

 

 

 

IMPORTANT CONSUMER INFORMATION

This site is for information purposes only and it not intended to be a solicitation or offering of any security and:

 

  • Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

 

  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

 

We are registered to offer securities in the following states:  California.

 

DISCLOSURE

Securities and insurance products are offered through Investment Centers of America, Inc., (ICA) member FINRA / SIPC, and affiliated insurance agencies.  ICA and Willson & Company are separate companies.  ICA does not provide tax or legal advice.

 

 

PRIVACY POLICY

It is the policy of Willson & Company to handle the information you provide us with the utmost confidentiality and care. We restrict access to non-public personal information about you to members of our firm who need to know this information in order to complete the work you hired our firm to do. We will not disclose your personal and confidential information to anyone outside our firm without your express written permission to do so. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your non-public personal information.

 

As a Registered Representative, Penny van der Meer, EA also abides by the Privacy Policy of Investment Centers of America, Inc. (ICA) which can be found at the following link:  ICA Privacy Policy.