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Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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Beren Anderson
LUTCF®
BSA Wealth Advisors
As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...
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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective...
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Alexander Mills
Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their...
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Roger Severance
RS Financial
At RS Financial, We understand every investor is unique, with distinct goals, timelines, and risk preferences. What you share is a desire for a confident investment plan, maximized returns relative...
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Zach Reeg
CFP®
IAMS Wealth Management
SEC Registered RIA that is based out of Omaha, Nebraska. Currently, we have 40+ Branch Offices across the United States that rely on our HQ for Support, Trading, Compliance, & Overall Platform...
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Mike Musco
Equilus Group, Inc
A team of talented financial professionals, working together to leverage our broad spectrum of skill sets to provide a comprehensive suite of financial services. Our home office is in downtown...
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Retirement
Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...
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Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...
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Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.
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Designations
Understanding Your Advisor's Designations
Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.
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