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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Sentiment Analysis
Customer focused staff with great communication to help you achieve your financial goals.
Their service to our family has been impeccable, they have always involved us and made all of the planning with us.
One of the primary reasons I looked into Wiser is because of their fee-only model (vs fee-based/commissions), but after talking with Casey I’m also sold on their integrity and professionalism as well.
Great communication and service, excellent advice.
They work with you on meeting your objectives in a clear, realistic way and then assist you along the path to make things happen.
I have a high level of comfort knowing that I can count on Wiser Wealth Mgmt to help guide me to retirement.
We were planning for retirement and knew we needed help in preparing our finances for the next phase of life.
Casey and his team are terrific.
We did the research; and we are confident we made the right decision choosing Wiser Wealth Management to handle our investments.
They are extremely focused on the absolute best client experience and doing the right thing.
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