WiserAdvisor Recensioni 

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.

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.

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.

I was contacted by Michael Feeley, told him what my problem was and what I wanted to do. Which was give Bonds to my grandchildren. He explained the procedures I would have to go through, this included a gift tax, and after discussion with him, decided I was not ready to proceed with the request. I thanked him and no further contact with him.
I never heard from the other firms: Sandbox or Fischer, although they might have called but left no messages.
I sincerely appreciate Wiser/Advisor putting me in touch with these 3 vets. Sorry it took so long to respond, I have apparently misplaced my papers on this. Thank you again.
Ardith Bayler

WiserAdvisor was very helpful in suggesting alternative advisors to the ones who I already knew previously and personally.

I would definitely recommend this service 21 looking for an advisor.

hello, I have tried to put my phone number and you won't accept it on your form. I have to try to enter my phone number too and it won't accept that either. Also, since I have tried to put my numbers in the site says my email address is already taken. I am pretty sure it's my
address but I don't think I should have to create a new email address, for experian.

Hello good morning everybody

If it wasn’t for WiserAdviset I’d have never come in contact with the Financial Planer I’m now with actually all three prospects they recommend were great so
Thank You
Richard E

I filled out their information online. My thought was that I would only get 2 to 3 recommendations. I believe that I limited my search to within my half of the state that I live in. However, I got contacted by several advisors from as far away as the west coast. That was not my goal. In addition, while I was reviewing the information on the local advisors that I received, I kept getting calls from the advisors that I believed were too far away for my liking. I finally had to ask them all to stop calling. I am in conversations with one local advisor who I do like and may use in the future. I believe I could have done the research myself and not had had my name and number distributed to advisors all over the country. My recommendation if you use this service make sure you are very specific in what you are looking for. That may help you receive more quantified recommendations.

So far very good. We are just in the initial stages of putting
a invest plan in place. The company were using has been nothing been
but terrific.

Access is to national businesses with no stand-alone help in my area. I would have liked to see more mom and pop participation AND I would like a fiduciary.

I was given very well qualifies financial advisors. I was easily able to research them, conduct interviews and choos the correct one for my family. Process was made easier by being given pre-qualified professionals.

Very fast in supplying three financial advisors. We had contact from all three within hours. The person we set up a free consultation with provided us with very valuable info and as result we signed on with him.
The other two advisors followed up with us to make sure we were taken care of and wished us good luck.
This was a very satisfying experience.
Thanks,
Tom

All advisor recommendation seem to be qualified. We selected one from wiser advisor.
Service is excellent

I would have given a 5 star rating if I had received a response from more than one company. The one company that did respond is an excellent choice with almost 5 star reviews, but it would have been better to make at least 3 comparisons.

Mark Felt at Lignum has proved to be a perfect fit. Thank you. Yona

They offered 3 choices within a decent drive and 2 of the 3 were really good options, I opted for a full service group vs a very small firm. Good service and brought some good content to a confusing field.

Suggested quality advisors. Met with one and phone interviewed another. Found them to be creditible and answered my questions fortrightly

2 of the 3 referrals were to large national firms and the third was a firm 2 states away from me. It was therefore not very useful.

One of the most valuable tools - quick, accurate and easily under stood. I reference it often.