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Wiser Wealth Management, Inc
- Marietta, GA
About this business
Wiser Wealth Management is an independent fee-only investment advisory firm located in Marietta, Georgia. As a fee-only firm, we do not receive commissions or sell any financial products. We are also held to a fiduciary standard to act in the best interest of our clients. Our services include portfolio management, financial planning, investment management and small business retirement plans. We also have a select group of business partners that we coordinate with to provide our clients with estate planning, tax preparation and bu... read more
Location details
125 Church Street #220, Marietta, GA, 30060, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My wife and I recently moved the the area and need to work with a management company in Ga. I was sold on our 1st visit, Very thorough,. They take the time to understand your investment goals and retirement plans.
Listen to concerns. Responsive. Explain things very well in easy to understand language. Casey, Grace and the entire team are professional, patient and personable. IMHO and experience, Wiser Wealth Management is first rate.
Casey and his team are the best! We have faith and confidence in their dedication to providing us with the very best service and returns possible.
My husband and I had a great experience working with the WWM team! Their process was easy and intuitive, which gave us confidence and set us up for success throughout the entire planning process. They took the time to thoroughly explain each step, answer all our questions, and guide us through decisions and future planning. By the end of the process, we felt supported, informed, and excited about the future. It’s rare to encounter a team that’s exceptionally skilled, organized and friendly. We couldn’t be happier with our ex... read more
Frequently asked questions about Wiser Wealth Management, Inc
How is Wiser Wealth Management, Inc rated?
Wiser Wealth Management, Inc has a 5 star rating with 154 reviews.
When is Wiser Wealth Management, Inc open?
Wiser Wealth Management, Inc is closed now. It will open at 9:00 a.m.
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