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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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Joe Pleso
Pleso Capital Group
We are a fee-only, independent firm committed to helping our clients achieve their financial goals through a personalized approach. We take the guesswork out of identifying, planning for, and...
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Michael Fiammetta
Lpl
4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are...
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Michael Loftus
Loftus Wealth Strategies
From the beginning, Loftus Wealth Strategies has committed to staying small, so that we can provide personalized service and custom portfolio management for our clients. We're good listeners,...
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Chad Lea
Strategic Wealth Group
Welcome to your team at Strategic Wealth Group. Our specially qualified advisors work closely together to provide long-term financial planning for you. We are united in our commitment to help you...
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Pure Financial Advisors, LLC
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the...
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Brian Bisdorf
CRPC®
Cedarwood Financial Partners
Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving...
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Top Financial Concerns
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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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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