WiserAdvisor Recensioni 

I was contacted by 3 advisors through your website. Two were very promising. One was more expensive than i was willing to spend. We did end up going with one of the other 2, not necessarily the lowest fee, but the one we were most comfortable with.

Gave me some very good options to consider. Have narrowed it down to two and expect to make a decision in the next few weeks.

Thanks u doing great

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. Knew the steps to take, and will follow up

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

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 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.

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 able to interview them and get my questions answered.

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

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.

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.

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.

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.

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.

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

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.