WiserAdvisor Recensioni 

3 Advisors were referred. All three contacted me. One requiired a minimum investment level greater than what I qualified for. The other two advisors were very appropriate referrals.

The advice given was excellent. could have waited a little longer to ask for selection rating as the interviews had not been completed. Would have been nice to know if they were Certified CFP's and fiduciaries.

The fiduciaries that were referred to us seemed to be very interested in estate planning and the legal aspects around beneficiaries; I was looking for more of an advisor to keep my retirement savings on track to last for 20- 30 years.

What a valuable service! I didn't know where to begin looking for a financial planner, and I was able to immediately get in touch with three options through this service. I felt that the service was incredibly high touch and high quality based on the fact that someone from Wiser Advisor reached out to me directly after I submitted my request to confirm everything before connecting me with the best matches. I also really appreciated all their informational sheets on what to ask prospective financial advisors. Unfortunately, I didn't have a very good experience with one of the matches, which I think is more a reflection of the matched company and less of Wiser Advisor. I'm still in the process of vetting the other two options which are both great fits for me. I'm really glad I found Wiser Advisor and would highly recommend this service.

They put me in contact with a reliable financial advisor.

I was very grateful to have referrals to assist with finding a new advisor. All the advisors that I interviewed were professional and well qualified. Some of those recommended took the time to contact me and some did not. Having several choices allowed me to choose the right fit for my needs.

It gave options that I was not aware of, but also some contacts that did not come close to my requirements.

Two of three recommendations were top shelf - which made our decision as to who to work with difficult (that’s good). Finding a really good financial adviser was what we sought and extremely satisfied with whom we selected.

I was provided a contact with a financial advisor with whom I subsequently had a telephone interview about my circumstances and he went over the services he could offer to meet my needs. The advisor seems to fit my expectations, so am satisfied with the service WiserAdvisor provided.

I received the promised recommendations very quickly. The recommended companies responded quickly as well. Good service!

The recommendations provided were completely opposite of what I had requested. One recommendation was for the organization I wanted to leave and the other recommendation was the rudest organization I’ve ever met with.

Very reliable sources. I interviewed three financial managers, two in person and one by phone. All were helpful and straight forward with their strategy and fees. I referred a friend the one of the managers.

Easy to use and found a good financial advisor quickly.

I was called and emailed numerous times. I just wanted a list of local advisors

Was great help in finding the Adviser I was looking for

When I requested referrals I was VERY specific in my requirement for a fee-only advisor. The first two referrals I contacted do NOT do fee-only. They both wanted to manage our money, which I also specifically stated I was NOT looking for.

I am not going to bother contacting the third referral. I will just assume they also are not fee-only advisors.

This was a waste of the advisors time and mine. Why have a referral service IF you are not going to refer appropriate advisors?

I was contacted by qualified financial advisors within 5 minutes of applying. All advisors fit my requirements. I definitely recommend this company to anyone searching for a financial advisor.

Very happy with recommended fudiciary to date
Thanks