Wiser Wealth Management
My spouse and I have been associated with Casey and his team for about eight years now. What led us to Wiser - I've always felt we had the discipline to save for what was then our upcoming retirement, but recognized we lacked the financial savvy to properly manage and grow our portfolio. This is where Wiser comes into play. We did our due-diligence, meeting others but the comfort factor (professionalism, knowledge, and trust) was there with Wiser. Now that we're retired, we are comforted by the fact that Casey and team are always available to help us with our financial planning and assist in the continuing growth of our funds and our future. We feel a comfortable yet professional relationship with the Wiser team. Reaching out to Wiser those eight years ago was the appropriate step in...
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Wealth Management
- Flat Fee Planning
- Retirement Planning
- Legacy Planning
- Airline Pilots
- Business Owners
- Single Again
- Second Opinion
Sentiment Analysis
The team here is great, and they always respond so quickly to any questions I have.
Wouldn't consider going anywhere else!
Casey and his staff has been honest, trustworthy and have done a great job for me and my family!
If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
He runs a good shop, very knowledgeable and responsive.
Wiser not only makes me wiser but also confident about my finances!
My personal circumstances have changed drastically and Casey has been there to help with everything as my financier and friend.
Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals.
I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future.
For some reason, Google brings up a review I did some time ago for Wiser Wealth, so Google gets one star.
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