They offered 3 choices within a decent drive and 2 of the 3 were really good options, I opted for a full service group vs a very small firm. Good service and brought some good content to a confusing field.
Review by Hayette Baylay1 month ago
Suggested quality advisors. Met with one and phone interviewed another. Found them to be creditible and answered my questions fortrightly
Review by Sleepwell Valenko2 months ago
2 of the 3 referrals were to large national firms and the third was a firm 2 states away from me. It was therefore not very useful.
Review by Anabe3 months ago
3 Advisors were referred. All three contacted me. One requiired a minimum investment level greater than what I qualified for. The other two advisors were very appropriate referrals.
Review by Bellejj4 months ago
One of the most valuable tools - quick, accurate and easily under stood. I reference it often.
Review by Ntobeko Evangelho4 months ago
The list they provided was very helpful.
Review by Wiliiam5 months ago
I received 3 referrals. Of the 3, I followed up on 2 advisors which have somewhat different investment strategies. The 3rd referral was about 500 miles from my home, although I do not need an advisor close to me, I felt that was too far.
It is helpful to have financial advisors which different investing strategies.
I am in the middle of the process, however, I am very satisfied with the service provided by WiserAdvisor.
Review by Iliescu Shekhar5 months ago
Two of three recommendations were top shelf - which made our decision as to who to work with difficult (that’s good). Finding a really good financial adviser was what we sought and extremely satisfied with whom we selected.
Review by Cullin Narikkatteri5 months ago
They put me in contact with a reliable financial advisor.
Review by Perviz Baldi5 months ago
I was given three fine matches to interview. Each individual had different takes on my needs and this gave me a broad perspective. I feel i will be able to select the individual that has my best interest.
Review by Ary Waterworth5 months ago
The recommendations provided were completely opposite of what I had requested. One recommendation was for the organization I wanted to leave and the other recommendation was the rudest organization I’ve ever met with.
Review by Kwinton Ghafoor6 months ago
Ease of use and quick response from potential providers.
Review by Markka6 months ago
The advice given was excellent. could have waited a little longer to ask for selection rating as the interviews had not been completed. Would have been nice to know if they were Certified CFP's and fiduciaries.
Review by Rutland6 months ago
What a valuable service! I didn't know where to begin looking for a financial planner, and I was able to immediately get in touch with three options through this service. I felt that the service was incredibly high touch and high quality based on the fact that someone from Wiser Advisor reached out to me directly after I submitted my request to confirm everything before connecting me with the best matches. I also really appreciated all their informational sheets on what to ask prospective financial advisors. Unfortunately, I didn't have a very good experience with one of the matches, which I think is more a reflection of the matched company and less of Wiser Advisor. I'm still in the process of vetting the other two options which are both great fits for me. I'm really glad I found Wiser Advisor and would highly recommend this service.
Review by Mikkail6 months ago
Very reliable sources. I interviewed three financial managers, two in person and one by phone. All were helpful and straight forward with their strategy and fees. I referred a friend the one of the managers.
Review by Geranie6 months ago
The fiduciaries that were referred to us seemed to be very interested in estate planning and the legal aspects around beneficiaries; I was looking for more of an advisor to keep my retirement savings on track to last for 20- 30 years.
Review by AletaH6 months ago
It gave options that I was not aware of, but also some contacts that did not come close to my requirements.
Review by Agamyrat6 months ago
I was called and emailed numerous times. I just wanted a list of local advisors
Review by Jacquelyne7 months ago
I was hoping to find someone to help me establish a financial plan that would allow me to manage it. The three companies that responded basically all meet with you and are looking to manage at the accounts for me. I met with one of the companies and spoke to the other two by phone I am considering working with the one that I met with but have not yet made a decision
Review by Dixiana7 months ago
There was much good information associated with WiserAdvisor.
Review by Denald7 months ago
very helpful and knowledgeable.
Review by Twala Coffeechloe7 months ago
I was provided a contact with a financial advisor with whom I subsequently had a telephone interview about my circumstances and he went over the services he could offer to meet my needs. The advisor seems to fit my expectations, so am satisfied with the service WiserAdvisor provided.
Review by Glenworth7 months ago
They provided exactly what they advertised. I was referred to three financial advisors that well matched my needs.
Review by Menyon7 months ago
I was very grateful to have referrals to assist with finding a new advisor. All the advisors that I interviewed were professional and well qualified. Some of those recommended took the time to contact me and some did not. Having several choices allowed me to choose the right fit for my needs.
Review by Brij7 months ago
I received the promised recommendations very quickly. The recommended companies responded quickly as well. Good service!