Let's start with some information about your financial needs.
Speak With Our Experts: 866-638-5323
"I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly."
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly."
Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.
Portfolio Size: $450K
Portfolio Size: $450K
Key Benefits:
WiserAdvisor is the oldest and the largest independent network of financial advisors.
- Experience (minimum FIVE years required)
- Advisor Compensation (fee-based or fee-only*)
- Licensing and disclosures with SEC/FINRA
We do a custom match and send you profiles of 2 to 3 advisors that match your specified needs.
Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation.