Name: www.wiseradvisor.com
Telephone: 7036512060
Rating: 4.0

Jon Murphy Guest

4 months ago

Completely missed the mark

Asked for referral to a full service firm. All we got were guys who's sole focus was taking over our portfolio.

Date of experience: Oct 28, 2025

Brooklyn Robert Guest

5 months ago

Recommended firms did not meet my requirements

Recommended advisors did not reflect my request. Wanted a local firm that I could deal with face to face.One Recommended firm was half way across the country another was close, but still not really local.

Date of experience: Sep 26, 2025

Garth Scott Guest

7 months ago

They were hands-on and tried to help me…

They were hands-on and tried to help me anyway they could. I just wanted my adviser just a little bit closer.

Date of experience: Jul 23, 2025

Dave Guest

7 months ago

I talked to 3 completely companies…

I talked to 3 completely companies which was great for me to pinpoint and get different viewpoints

Date of experience: Jul 18, 2025

n5omnia42 Guest

11 months ago

Finding a trustworthy source for Financial Advice

Finding a trustworthy source for financial recommendations in today's world can be challenging. After conducting some research, I reached out to WiserAdvisor for assistance. The sign-up process was seamless, and shortly after registering, I received multiple notifications with a selection of reputable companies to choose from. I took the time to speak with each firm and ultimately decided to work with one of the financial advisors recommended by WiserAdvisor.Unlike other advisory companies, WiserAdvisor provided recommendations from highly rated and trusted firms without overwhelming or pressuring me. Their approach was professional and straightforward, making my experience smooth and stress-free. I highly recommend WiserAdvisor for anyone seeking reliable financial guidance.

Date of experience: Mar 12, 2025

valentia11 Guest

11 months ago

My adviser,Dan Goldstein was very…

My adviser,Dan Goldstein was very thoughtful. He treated me with respect and he listened patiently to my anecdotes about the old days.

Date of experience: Mar 12, 2025

MM92 Guest

11 months ago

I was provided contact information for financial advisors.

I was provided contact information for several reputable financial advisors and allowed to select those I wanted to consult with.

Date of experience: Mar 06, 2025

Crystal Harris Guest

1 year ago

Gave me a place to start

WiserAdvisor gave me a place to start, which I greatly needed. However, I fear I began the process prematurely and now feel I should have waited longer and done more research before taking advantage of WiserAdvisor’s services.

Date of experience: Feb 04, 2025

Leonard Bell Guest

1 year ago

Three Potential Financial Planners

I was provided three potential financial advisor firms within the criteria I asked for. So far, the three have followed up within my needs and some have provided good information for me to move forward.

Date of experience: Feb 02, 2025

Kendrick Barnes Guest

1 year ago

Fee only financial adviser review

Of the two recommended financial advisors one did not offer the service that I had asked for and the other one does offer that service but also has a conflict of interest by having another division that actually provides investments so it wasn’t exactly what I was looking for so I may still end up using the second one