WiserAdvisor Recensioni 

I was attacked by 10 phone calls and more than that via e-mails.

I was able to find and get the info that I needed promptly and accurate

We received quick replies and we liked the two advisors that we spoke with very much!

Did not list fidiciaries in area code given. Was not interested in advisors that were recommended. Did not ask to be contacted. Was called and emailed repeatedly from the advisors on the list.

I asked for recommendations for a local advisor, but only received calls from firms out of my area. Several of the ones who contacted me seemed annoyed by my request and one emailed me for a week straight about their services.
C.F.
Bellingham, Wa

I was expecting to be able to review the companies recommended to see if they fit my needs before anyone would be calling. I wished to call the one, two, or three I would like to talk to. I realized that this would not happen before finishing the application so I quit, thinking that would be the end of it. Yet multiple e-mails and calls were made to me from companies that didn't interest me. So I ignored them.

i asked for local advisers and received mostly Milwaukee. We have now found a local financial adviser that we feel comfortable with

Quick, good follow up, detailed messages by phone and email, pleasant no pressure call to set up a no cost appointment, and good explanation of next steps. Left me wishing I'd done this sooner it was so easy.

The website is misleading. After completing what I thought was the basic information, it requested more info that I didn't feel was necessary and terminated the sign-up. They took my information anyways and distributed it, and I feel, without my consent. I believe this an unlawful practice..

I thought I was searching for a C.F.P. but instead got calls from others.

good experience

Search for Financial Advisor

WiserAdvisor matched me to two local companies. They both were in contact with me within 24 hours. We made an appointment and got the advise we needed for free. We were made completely comfortable with a choice to use their services in the future or not. It was a great experience for us. Thank You

Thank you for your help in finding a Financial Planner. 2 of the 3 you sent me contacted me right away. I spoke in length to both over the phone. Then met with one and signed up for his services.

Since this is my first venture into working with advisors I wanted several from different areas of the investment world. And, that’s what I got.

still exploring some of the ones that have been recommended

After reviewing and analyzing numerous investment information provided by the three financial advisers, will make my final decision much easier.

We visited both advisors who replied. Both were nice and open to sharing their points of view, their intended approaches to clients and their fees.
We have not decided on a course of action as of now.

Great interaction with perspective firm. DDW

They are not as advertised. I have asked them to remove me and my information from their system and not to forward my information. They are not complying

For one of the recommendations no back ground check was done. Individual had 5 complaints two were settled outside of court with three pending cases. Should one consider other recommendations?