Our Mission is to Help you Easily Find the Best Financial Advisor for your Needs
WiserAdvisor.com was founded in 1998 to ensure a high-quality fit for both consumers and financial advisors. we are dedicated to helping consumers gain fundamental financial knowledge that may enrich their lives and also provide the tools to easily connect with qualified financial advisors near them. To empower people to choose an advisor or planner that would be the best choice for them to assist and guide them towards a clearer financial future and meet their financial goals.
Services we provide consumers
Financial well-being is a critical component of health. One's personal health as well as the health of one's loved ones. Every single person has the right to grow and thrive. Our goal is to provide you with all the tools and knowledge to accomplish your personal financial well-being.
1. Financial Articles and Blogs
Our team of dedicated writers, editors, and finance specialists share their insights, expertise and industry knowledge via weekly articles, blog posts and infographics to help individuals live their best financial life and reach their personal financial goals. We believe that there is no place for fear in anyone's financial future and that each individual should have easy access to credible financial advice.
2. Directory Listing of Qualified Financial Advisors in USA
We prescreen financial advisors from large fortune 500 companies as well as small independent financial firms prior to adding them to our matching network. Each financial firm or independent advisor must pass a stringent qualification process to be part of our independent, unbiased, trusted nationwide network. This enables the financial advisors on our network to help and assist consumers seeking financial advice or guidance on retirement planning, portfolio management, education planning, annuities, 401K Rollover and estate planning. All the financial advisors are registered with FINRA/SEC and hold clean records. Each advisor's contact details, credentials, fee structure, biographies and firm details are provided in the financial advisor directory pages.
Search Our Advisor Directory
3. Free Match Service for Consumers
Consumers seeking financial advisors complete an easy and convenient form and once verified are matched as per their requirements and preference to 1-3 pre-screened financial advisors on our matching network. The match tool is completely secure and private. There is no obligation on the part of the consumer to hire one of the advisors. The tool is to provide the consumer an opportunity to interview the advisors prior to selecting a financial advisor. It is never a good idea to hire the first advisor that you talk to or meet.
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4. Financial Calculators
Financial calculators can be extremely helpful tools in your financial decision-making process. They can help you evaluate how well you are prepared and what you need to do to improve your financial state. We provide free retirement planning, college savings and personal savings calculators to help you estimate and evaluate your personal financial situation.
I was extremely pleased with the service. I was contacted the same day I placed my request for service and the individual who took my information was personable as he asked what I was looking for in a financial planner.
I was contacted by 3 organizations who were all helpful and very professional. They all appeared to have the services I needed and it was only after second meetings and much deliberation that I was able to make a choice with the company that I feel will be the best fit for me.
It was an unusual feeling to have 3 good candidates to choose from knowing that any one of them could handle the job.
Oct 18, 2020
I was contacted by Michael Feeley
I was contacted by Michael Feeley, told him what my problem was and what I wanted to do. Which was give Bonds to my grandchildren. He explained the procedures I would have to go through, this included a gift tax, and after discussion with him, decided I was not ready to proceed with the request. I thanked him and no further contact with him.
I never heard from the other firms: Sandbox or Fischer, although they might have called but left no messages.
I sincerely appreciate Wiser/Advisor putting me in touch with these 3 vets. Sorry it took so long to respond, I have apparently misplaced my papers on this. Thank you again.
Oct 17, 2020
WiserAdvisor was very helpful in suggesting alternative advisors to the ones who I already knew previously and personally.
I would definitely recommend this service 21 looking for an advisor.
Sep 01, 2020
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* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.
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