David Wilson

Wilson Advisory Group is a family-owned insurance business serving Massachusetts families and communities around Lexington, MA.

The group focuses on Medicare, health insurance, life insurance, and annuities, including Medicare Advantage, individual health insurance, term life insurance, and annuity planning.

Wilson Advisory Group is a family-owned insurance business serving Massachusetts families and communities around Lexington, MA. The firm describes its work as helping clients navigate healthcare, financial, and retirement planning choices through insurance guidance tailored to individual needs.

The group focuses on Medicare, health insurance, life insurance, and annuities, including Medicare Advantage, individual health insurance, term life insurance, and annuity planning. Its materials describe a father-and-son partnership with a personalized approach to understanding each client’s situation before discussing coverage options.

Wilson Advisory Group is listed with Massachusetts appointment and license state information and identifies as an independent agency that works with multiple carriers. The site also notes Medicare-related disclosures, including that it does not offer every plan available in every area and represents a limited number of organizations and products based on service area.