WiserAdvisor

Jacob NewtonUnited States · 1 review · Posted 2022-04-30

Good

Thanks u doing great

retirement planner/advisor

Was able to find two advisors I was interested in I contacted and had free first meeting with both and decided to go with one of them.

Very through

Very through. Knew the steps to take, and will follow up

Cassie BennettUnited States · 1 review · Posted 2022-03-27

It's good for a good provision of…

It's good for a good provision of assisting the need to get a hold of hope for suevival

Wiser Advisor was helpful in…

Wiser Advisor was helpful in identifying wealth management companies that are national and diverse. They referred us to Personal Capital and Vanguard. Both checked out well, and we were able to find one that fit us the best. Thank you, Wiser Adviser!

I asked for names with CFP…

I asked for names with CFP certification but received only 1 CFP of 3 names, 2 individuals, and one company (Vanguard). I talked to the 2 individuals and decided not to work with either.

it was vary helpful

Your service was excellent

I was able to interview them and get my questions answered.

WiserAdvisor is great!

WiserAdvisor put me in touch with three financial planners that had experience with widows. They were very attentive to my needs. I was very unsure and in the throes of grief and they were very understanding. They even offered for me to wait a bit! So caring and helpful. I couldn’t have asked for better, understanding people. I interviewed and researched their candidates and am now happily managing all of my financial needs and more! With one of the advisors they matched me with. I don’t think I would have found him without them. I couldn’t be more pleased with the choice. Thank you WiserAdvisor!

I was pleased with the results of my…

I was pleased with the results of my inquiry. I have chosen the investor that I am going to work with. Coincidentally he is someone I know from many, many years ago and is a professional in every sense of the word. Thank you, Dorothy

Wanted cost info

I landed on their site while trying to obtain an estimate of what an advisor might cost. Rather than cost estimates, My name was forwarded to three advisor firms, none of which were local. I eventually got the information I sought, but I had to interview with each firm in order to obtain the information.

Tim PrtzelUnited States · 3 reviews · Posted 2021-05-24

Dont expect any help from this quack shack website!

Trying to get a financial advisor. Filled out their questionnaire and within two days I get an email saying that my request had been cancelled!!!! I did not request a cancellation and am still searching for a financial advisor.

Very helpful

Todd has been helpful, communicative and timely in all interactions. Great sense of urgency and an ability to provide clarity when there are topics beyond my understanding.

I specifically wanted advisors who were…

I specifically wanted advisors who were FEE ONLY. This site didn't have that as a category to select. I did get 3 advisors contact me but they were not FEE ONLY.

Great Help

Quickly gave me 3 advisors that could help. All three got in touch with me. Talked to all 3. Hard choice but went with one that best fit my needs.

We were able to find a company that was…

We were able to find a company that was just what we needed. Thanks

Financial planner

I did receive a call from 3 advisors. Most pleasant. But what I put in my request for an advisor was not how these people worked. They all wanted to manage my portfolio, which was something I specifically requested that I did not want done. I explained this to them, all three said they could not help me. Only one was pushy. I needed a financial planner and they could not do one without the other.

Performed as Advertised!

WiseAdvisor led us to our new financial planner, so we really have to say the system worked as advertised. We were given several viable alternatives and interviewed four. WiseAdvisor kept in contact but not intrusively - I would say just about right amount of follow-up. They also were free to us! (We like 'free', especially when it is quality stuff.) So, in summary, they did what they said they would and we are pleased with the results.

Anthony Gorham Jr.United States · 1 review · Verified · Posted 2021-02-11

Services were great

Services were great. Provided me with the information I needed. Only problem is one of the advisors that was provided turned out to be not so great. I chose them but had to leave them only a month after I started with them. I looked further into this advisor and they have bad reviews from many people. I would suggest one improvement, go through all of the advisors in your selection to make sure they are up to standards.

A difficult but enviable decision

I was extremely pleased with the service. I was contacted the same day I placed my request for service and the individual who took my information was personable as he asked what I was looking for in a financial planner. I was contacted by 3 organizations who were all helpful and very professional. They all appeared to have the services I needed and it was only after second meetings and much deliberation that I was able to make a choice with the company that I feel will be the best fit for me. It was an unusual feeling to have 3 good candidates to choose from knowing that any one of them could handle the job.