WiserAdvisor.com was founded in 1998 to ensure a high-quality fit for both consumers and financial advisors. They help screen motivated investors get connected with up to three qualified financial advisors. With their nationwide network includes financial advisors from large fortune 500 companies as well as small independent financial firms.
The potential investors are seeking financial advice or guidance on retirement planning, portfolio management, annuities, 401K Rollover and estate planning. Continue reading below to learn more about WiserAdvisor’s service offers and what you can benefit from it.
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WiserAdvisor Quick Summary
| Established | Cost | Purpose |
| 1998 | Free | High-quality for both consumers and financial advisors |
WiserAdvisors Services
WiserAdvisor matches you to financial advisors. You get helped with:
- Portfolio management
- Retirement planning
- Educational planning
- Estate planning
- Insurance
- Taxes
- Business finances
WiserAdvisor also gives its members a financial articles and blogs, a directory of qualified financial advisors, and a variety of financial calculators to help you make sound retirement, college savings, and personal savings decisions.
How WiserAdvisor Works
This platform connects you to pre-screened advisors simply and accurately, so you’ll be able to find the best advisor for your unique financial needs. You get access to features like:
- Qualified advisors also opt-in to highly optimized directory listing marketing their credentials, website and contact number to increase visibility.
- Investors receive a professionally crafted profile with the advisor’s bio, credentials, FAQ’s, and their contact information.
- All potential investors are manually reviewed; pass an 8 point automated check, called and screened by a live verification specialist.
- All leads are delivered in real time via email, cell phone, portfolio or XML.
How it works:
- You fill out the questionnaire provided
- They will take into consideration based on your answers and finds vetted advisors with complementing profile information and client preferences.
- Then you can compare matched advisors and initiate contact with the ones you like.
Their service is secure and private. The information you provide will be only shared with matched advisors.
WiserAdvisor Fees
No cost or obligation to connect with a financial advisor using WiserAdvisor.
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Conclusion
If you need help reaching your financial goals with a financial advisor, WiserAdvisor will make it easy just for you. Just answer the questionnaire and they will take care of everything and get you matched with an advisor that matches your needs at no cost.
