WiserAdvisor

It just didn’t work for me

It just didn’t work for me. It’s been a while now, so I don’t remember the details. I am looking for a flat-fee fiduciary. Would really appreciate some help locating such a person.

Moved forward with confidence

It gave me an informed direction to take

A well diversified retirement plan

I am looking for a CFP who invests in stocks as well as ETF"s, Index funds and income funds. I have not been able to find one. And more importantly someone who wants to work with me as a retiree.

I was able to speak with an experienced…

I was able to speak with an experienced financial advisor, with the ability to transfer my assets pretty much seamlessly. The advisor seemed confident and had a logical plan to excel in today's markets. This advisor has association with investments worldwide with over 35 years experience in the financial market.

Review of Kevin Roche’s service as financial adviser. and he…

Kevin is knowledgeable and he understands our situation. His advice makes sense to us even when he has to explain (patiently) how to apply his recommendations.

All three recommendations were solid.

Easy to see practical information…

It was nice to seeing all three advisors lined up with the pertinent information given. I really appreciated seeing whether they were fee-only or fee-based. The questions to ask a financial advisor were also very helpful, as was the wiser-advisor blog information. I suggest that the blog use "they/them" or "person" instead of he/she, man/woman to be more gender inclusive.

Was concerned that I would be inundated…

Was concerned that I would be inundated with possible matches. Three selections were good match for me. Able to narrow it down with first telephone conversation. Thank you.

WiserAdvisor helped me narrow CFP…

WiserAdvisor helped me narrow CFP choices to enable me to meet my objectives.

I got 3 great choices in advisors

I got 3 great choices in advisors. I interviewed all of them and I was able to select one to manage my finances. The service was easy to use.

Deborah Review

Looking for Fee Only Advisors

I clearly specified that I was looking for a Fee Only advisor. The three that were recommended did not offer this kind of service. I found that WiserAdvisor didn’t send my requirements to the recommended companies. This is a dishonest company. I am still trying to extract myself from these incompetents.

Great References

They set us up with great financial advisors who are fiduciary's to chose from. We feel very confident and comfortable with our choice.

Put in touch with a great company

Got directed to a great company we feel really good about

The advisor was perfectly matched based…

The advisor was perfectly matched based on my wife’s and my criteria. My financial advisor knows exactly what we need. He is guiding us to make sound decisions about our future Bob K

I had hoped to vet possibilities but…

I had hoped to vet possibilities but received very aggressive emails/repeat phone calls from "matches". I looked to unsubscribe from the site but I certainly could not find the link. A sign of a disreputable company.

Codi Rose美国 · 写过 1 条评价 · 体验于 2024-04-29 · 发表于 2024-04-30

I love it so far

Nothing close to here.

Naveed Afghan美国 · 写过 1 条评价 · 体验于 2024-04-15 · 发表于 2024-04-17

Hello I am from afghanistan and I am 16…

Hello my name is nawidullah I am from afghanistan and I am 16 years old

Leslie Heaton美国 · 写过 1 条评价 · 体验于 2024-04-01 · 发表于 2024-04-04

I like that they helped me