WiserAdvisor Recensioni 

Ease of use and quick response from potential providers.

I used the service to find a couple matches for a financial advisor, but realized I wasn't quite ready to meet with them (going through a divorce). I will definitely reach out when I'm ready

I was given three fine matches to interview. Each individual had different takes on my needs and this gave me a broad perspective. I feel i will be able to select the individual that has my best interest.

There was much good information associated with WiserAdvisor.

I received 3 referrals. Of the 3, I followed up on 2 advisors which have somewhat different investment strategies. The 3rd referral was about 500 miles from my home, although I do not need an advisor close to me, I felt that was too far.
It is helpful to have financial advisors which different investing strategies.
I am in the middle of the process, however, I am very satisfied with the service provided by WiserAdvisor.

There are no advisors in my area and ones that contacted me asked that I drive 75 miles to meet with them. Passed on that

They provided exactly what they advertised. I was referred to three financial advisors that well matched my needs.

I was hoping to find someone to help me establish a financial plan that would allow me to manage it. The three companies that responded basically all meet with you and are looking to manage at the accounts for me. I met with one of the companies and spoke to the other two by phone I am considering working with the one that I met with but have not yet made a decision

They got me in touch with one good guy, but only because I got fed up putting down the 'phone on three others.

Very helpful. Recommended three highly qualified candidates.

Misleading i wasnt lookng for advisors to start calling non stop

Provided info on 2 local and 1 same coast advisors. Good geographic range. Some advisors had different approaches. Some were transparent. Advisors recommended probably paid largest commission. Would prefer a list of advisors based on selection criteria such as fiduciary, investment style, transparency (willingness to share info), customer service level ( willing to answer detailed questions).

I asked for referrals in my city but received referrals from many distant cities. I asked for email responses but instead received dozens of phone calls. So I was a little disappointed.

While the connections made to financial advisors (one of which I retained) was efficient and effective, I noticed a significant uptick of spam in my e-mail. I am concerned that WiseAdvisor has shared my e-mail with entities that I do not want sending me e-mails.

Very nice meeting with both advisers. Would recommend either one.

I was contacted by 2 independent advisors. The first was not what I was looking for investment style-wise. The second was in some ways a little better than my current advisor. But price wise was higher. I did not see enough benefit to get me off my current advisor.

Matched with funds under management firms but stated looking for fee for service firms. Bait and switch.

Horrible.
I initially asked that I needed for assistance with Health Saving's Account. The person I spoke with at Finacial Engines had insisted that I prepare my Net Worth Statement and would like financial statements to answer my questions about Health Saving's accounts.

Putting together all of my financial documents took me a couple of weeks.

Once I enter the Financial Engines office. I was greeted by the person who I had an appointment with and was asked how my retirement planning was going. I said I think it's going alright. I then said, I was hear to talk about Health Savings Accounts. The Certified Finacial Planner did not want to listen to me anymore and said, I do not sell this product and will not be able to help. I was not looking to buy anything. I was trying to learn about Health Savings Accounts and see how it would work with my retirement portfolio.

I honestly do not know what I am reviewing; therefore, no more opinion.