WiserAdvisor Recensioni 

Did not ask enough prep questions but only people in my area but NOT close-by

1 call. No one return my call. Sticking with Merrill Lynch.

How do I stop the calls? I don't see a way to unsubscribe from this "service"!! I inquired about financial planners and am getting deluged with calls I don't want.

Wiseradvisor sent me three good candidates to manage my portfolio. I am in the process of choosing one. Their help has made things easier and given me more confidence in the candidates.

I was given several investment managers within minutes and was able to get an appt and discuss my financial needs. Thank you.

Gave me two leads for a financial advisor. One worked out very well. The other did not. Good education.

gave us three (3) advisors to interview and of the three we chose to talk to two which we both liked . now its decision time to choose one.

I attempted to use this company to help me find a financial planner in my area and the representative was condescending and completely unhelpful. When my "portfolio" was not large enough, they pretty much said they couldn't help me. So much for helping people just starting off in their careers. This company clearly only wants to assist people who have the ability to invest in the vested interests of financial company's stakeholders. Don't waste your time using this service.

People who were in the system seemed good with their products but so far I haven't seen any that work for me. I still have others to check.

Have only seen oNe sO far, was very informed and informative, pleasant man.

I was not given the right kind of information I was looking for. It felt like the major part of the names I was provided with were supplying some kind of advantage to WiserAdvisor to recommend them.

I met with James Claiborne. He was very knowledgeable, helpful and most of all trustworthy. I highly recommend him and his company. His staff was also very kind and helpful. I very much appreciate the opportunity to meet with him.

Received three excellent recommendations on a financial adviser.

So far, so good. I will be meeting with two advisers shortly. Then I will know more.

I asked for a local financial advisor. I specified 10 or so miles. All the ones given were at least an hour away. I couldn't use any of them

I was given three different advisers to interview and I had a fourth. It was a very interesting process never having done this before. After three, I thought I had picked out the one we would hire but we still had one more interview and we actually went with that last one. I am grateful to Wiseradviser as working with them helped me pare down the options

I learned a significant amount from each of the three recommendations. Worthwhile.

One of the 3 suggested advisors does not service personal clients but only cooperate clients. Would like to have had 3 to compare services to chose from.
Diane

Had calls and emails. Still undecided which, if any, advisor to use. Very useful if you know exactly what to ask for.
Thank you

It was not clear that by entering my information in this site, that my contact info would be shared with people aI did not choose and who wanted to sell me financial products and investments.

I would have enjoyed reading reviews of prospective advisors and contacting them, but did not have that chance.

Good news, is that It seems my request to receive no further contact has been honored.