Licensed in NC · SC · GA · TN

Find Better
Insurance.
Pay Less.

JP Wilson Financial Group helps individuals, families, and businesses compare life, business, commercial auto, and home & auto insurance options without unnecessary pressure.

Prefer to call? (866) 786-1585
Independent advisorCharlotte officeNo-Obligation QuotesPersonal Guidance

Step 1 of 4

What coverage are you looking for?

Free. No obligation. No address fields.

Licensed in 4 States

NC · SC · GA · TN

Coverage Options

Compared for fit

No Obligation

Move at your pace

Independent Broker

Not tied to one carrier

Advisor-Led

Talk with Patrick

Coverage Patrick Can Help Compare

Life InsuranceBusiness InsuranceCommercial Auto InsuranceHome & Auto InsuranceMedicare AdvantagePart DFinal ExpenseHomeownersRenters InsuranceBusiness LiabilityCommercial PropertyWorkers CompUmbrellaLife InsuranceBusiness InsuranceCommercial Auto InsuranceHome & Auto InsuranceMedicare AdvantagePart DFinal ExpenseHomeownersRenters InsuranceBusiness LiabilityCommercial PropertyWorkers CompUmbrella

What We Cover

Complete
Coverage.
One Source.

Start with life, business, commercial auto, and home & auto coverage. Patrick can also help you compare health and Medicare options clearly, without the runaround.

Commercial Auto Insurance

Commercial auto options compared with attention to liability limits, deductibles, drivers, vehicles, and total cost for your business.

Commercial VehiclesLiabilityFleet CoverageDrivers
Get Commercial Auto Quote

Home & Auto Insurance

Homeowners, renters, and personal auto policies reviewed with bundling options when they make sense for your household.

HomeownersRentersPersonal AutoUmbrella
Protect Home & Auto

Health Insurance

Individual and group health plans reviewed around your household or team, comparing networks, deductibles, and total yearly cost.

Individual PlansGroup PlansFamily Coverage
Compare Health Plans

Medicare Insurance

Medicare Advantage, Supplement, and Part D options compared against your doctors, prescriptions, and budget.

Medicare AdvantageSupplement (Medigap)Part DDSNP
Compare Medicare Plans

Licensed to Serve

Licensed in
4 states.

  • North CarolinaLicensed
  • South CarolinaLicensed
  • GeorgiaLicensed
  • TennesseeLicensed

Patrick is licensed to write coverage in each of these states. Most reviews are handled by phone and email, wherever you are.

In-Person Office

1200 The PlazaCharlotte, NC 28205
Get directions

Hours

Mon – Fri, 9am – 5pm EST

Charlotte is our only office. Clients in the other licensed states are served remotely.

Patrick Wilson

About Patrick

Insurance Guidance
From a Real Advisor.

Patrick Wilson works with individuals, families, and businesses, meeting clients at the Charlotte office or remotely.

His approach is simple: listen first, understand what each client needs, then help compare suitable insurance options without unnecessary pressure.

Independent

Patrick is not tied to one carrier, so the conversation stays focused on fit, coverage, and cost.

Local

In-person guidance from the Charlotte office at 1200 The Plaza, covering life, business, commercial auto, home & auto, health, and Medicare insurance.

The Process

Simple From
Start to Finish.

01

Tell Us What You Need

Share your coverage goals, current plan, and budget through the short quote request. No paperwork, no spam.

We start with listening — not selling.

02

Patrick Reviews Your Options

Patrick looks at the coverage details that matter, then explains suitable options in plain language.

You see the comparison, not just the recommendation.

03

You Choose What Fits

Choose the option that works for your situation. If you decide to move forward, Patrick helps with the next steps.

You stay in control of the decision.

Start with a short request. Patrick will follow up personally.

Start With a Free Review

FAQ

Questions?
We Have
Answers.

Still have questions? Call Patrick directly.

(866) 786-1585

There is no obligation to request a review. In many cases, independent advisors are compensated by the insurance carrier if you enroll. Patrick will explain how compensation works before you make a decision.

After you submit the form, Patrick will follow up to understand your needs and gather any details required for an accurate quote. The timeline depends on the type of coverage and your situation.

Yes. Patrick can help you compare Medicare Advantage, Medicare Supplement (Medigap), and Part D drug plan options and walk through what each option covers.

Medicare Advantage replaces Original Medicare through a private insurer and typically has lower premiums with copays and networks. Medicare Supplement pays alongside Original Medicare to cover out-of-pocket costs, giving you more flexibility. We explain both clearly and help you choose based on your health needs and budget.

Patrick is licensed in North Carolina, South Carolina, Georgia, and Tennessee. The office is at 1200 The Plaza, Charlotte, NC 28205 — it is the only physical location, and clients in the other licensed states are served by phone and email.

No. The goal is to give you clear information so you can make the right decision, whether that means enrolling or not.

Get Started

Ready to Find
Better Coverage?

Share what you need and Patrick will follow up with a clear, pressure-free review of suitable insurance options.

Independent advisor

Patrick is not tied to one carrier.

Short request form

Only key contact and coverage details.

In-person or remote

Charlotte office, or handled by phone and email.

Prefer to call directly?

(866) 786-1585

Request Your Free Review

No obligation. Patrick will follow up personally.

Your information stays with JP Wilson Financial Group. It is not sold or distributed to multiple agents.

No spam. No obligation. We never sell your information.