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Teresa

美国

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WiserAdvisor

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!

2021-09-16已认证