Wiser Wealth Management, Inc - Marietta, Georgia

Overview of Wiser Wealth Management, Inc.

Wiser Wealth Management, Inc., located at 125 Church St #220, Marietta, GA 30060, offers comprehensive financial planning services. With a phone number 678-235-9045 and an accessible online platform at wiserinvestor.com, this firm stands out as a reliable choice for individuals seeking expert financial guidance. The company's commitment to accessibility is evident with features like online appointments, onsite services, and a wheelchair-accessible entrance, parking lot, and restroom, ensuring that all clients, including those with mobility needs, can easily access their services.

Key Features and Services

• Financial Planning: As a financial planner, Wiser Wealth Management specializes in crafting personalized financial strategies tailored to each client's unique needs.
• Online Appointments: They offer the convenience of scheduling sessions online, making it easier for clients to fit financial planning into their busy schedules.
• Onsite Services: For those who prefer face-to-face meetings, onsite services are available at their Marietta location.
• Wheelchair Accessibility: The office and facilities are fully wheelchair accessible, promoting inclusivity for all clients.

Insights from Reviews

The company boasts an impressive reputation, with 145 reviews on Google My Business, averaging a remarkable 5/5 rating. Many reviews highlight the exceptional service provided by staff like Casey Smith, who demonstrated a deep understanding of complex financial matters and provided clear action plans. Clients frequently express feeling amazed and grateful for the guidance received, indicating a high level of client satisfaction and trust in the firm's expertise.

Recommendations for Potential Clients

For anyone considering financial planning services, Wiser Wealth Management, Inc. offers a welcoming and comprehensive approach. Key points to note include:

- Appointments Required: While online scheduling is convenient, remember that an appointment is recommended to ensure personalized service.
- Professional Expertise: The firm's dedication to offering tailored financial advice positions them as a leader in the industry.
- Accessible Services: The physical and digital accessibility of their services makes them a great choice for a wide range of clients.

Given these standout features and the overwhelmingly positive feedback, consider reaching out to Wiser Wealth Management via their website at wiserinvestor.com to schedule your first appointment and experience their exceptional service firsthand. Their professional team is ready to help you navigate your financial future with confidence and clarity.

👍 Reviews of Wiser Wealth Management, Inc

Lauren R.

5/5

I am absolutely amazed by the services provided by WWM, in particular Casey Smith. I had a question about a potential real estate investment and had never previously met with a financial planner. I met with Casey, and within 30 minutes I had a very solid picture of what I should do ~ not only about the investment, but an action plan for my overall finances. I am so grateful ~ will DEFINITELY be using them again in the future and recommending them to anyone who needs financial guidance.

Brian C.

5/5

I've been with Wiser Wealth Management for a little over a year now and I'm impressed with them ! They always answer or return calls right away whenever I have questions or need answers. During the last year, I have worked with Missie and Andrew and they are fantastic. They are friendly, respectful and treat me as a valued client. I'm Happy I chose Wiser for my investments and would highly recommend them.

Michelle H.

5/5

I have been working with Wiser Wealth Management for over 15 years. I wouldn't go anywhere else. All of the staff are helpful, kind, understanding and explain things in terms I can understand and feel at peace about how my money is being protected and growing. I refer people to them all of the time. I am grateful to have them helping me work toward and keep a healthy financial picture as well as when I move into retirement.

D N.

5/5

So glad I found these guys! I work for the airlines, and everyone seems to be a financial expert in my industry. Casey looks at the big picture, long term and has me on a great path now. Highly recommend! If you are unsure, pick a podcast to listen to they are an easy listen and will give you a sense of what these guys are all about!

Ann T.

5/5

I've had an outstanding experience working with Wiser Wealth Management in Marietta, Georgia. Their expertise and personalized approach truly set them apart. I have used this company for all my retirement planning, investment strategies, and tax optimization. They provided a detailed and customized financial plan that helped me achieve my retirement ahead of schedule. The team is incredibly knowledgable, approachable, and always available to answer my questions with clarity and patience. Thanks to their proactive strategies, my portfolio has seen steady growth even in a volatile market. From the very first consultation, I felt valued and understood. Their personalized approach made all the difference. I HIGHLY RECOMMEND Wiser Wealth Management to anyone looking to secure their financial future with confidence.

Heather R.

5/5

I couldn’t be happier with the personalized approach at Wiser Wealth Management! My advisor, Missie, takes the time to ask detailed questions and truly understand my unique financial goals. Her in-depth approach has made all the difference, helping me feel more confident in my financial journey. I see myself getting closer to my goals each day and am thrilled with the tailored guidance and growth I’ve experienced with Wiser. If you’re looking for a financial partner who genuinely cares and offers a personalized touch, I highly recommend Wiser Wealth and their incredible team!

LaTrelle A.

5/5

Wiser ranks a 10 out of 10!!! Casey has an excellent office staff who will go above and beyond to help with any question you might have. I have been extremely impressed with the help he has given me throughout the last twenty plus years. I would highly recommend Wiser Wealth Management and trust me you want be disappointed.

Bea B.

5/5

I have been widowed for 2 years. My husband always handled finances perfectly. I could never do that so my brother recommended Wiser Wealth. I don’t even have to think or worry about anything. It’s all taken care of and I’ve had a great year.