Opportunities
John Wilcox

Phone 508 948-4050
Direct Number 508 948-4053
Mobile Number 508 733-8582
Toll Free 877 454-1620
Fax 508 898-1900
Website http://www.bnimass.com/

Mr. John Wilcox
BNI Massachusetts
287 Turnpike Road Suite 250
Westborough, MA 01581

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John Wilcox

BNI Massachusetts

Director Consultant



My BusinessFinancial Advisor and Certified Financial Planner ™

Ideal ReferralHigh Net Worth Client 500k of investable assets. A Company with a 401k plan or other Retirement Plan. Employee count would be 100 or more employees.

Top ProductI'm all about process and helping my clients think about their financial goals and implementing a strategy to help them do that.

Top Problem SolvedHelping my clients achieve solid financial and retirement and investment outcomes based on their goals.

My Favorite BNI StoryThat 25-30% of my business is because of my long term relationship to my BNI Membership and that continues to be the story today.

My Ideal Referral PartnerCPA, Lawyer, Payroll Provider, Other Clients, and Third Party Administrator (TPA).