The Wiser Financial Group
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- The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our team has been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at (512) 697-6000.
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Headquarters:6100 Stadium Drive , Kalamazoo, Michigan, United States
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Phone Number: +1 269-372-1430
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Website: https://www.thewisergroup.com
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Employees:19
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Revenue:$1 - 10M
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Legal Name:The Wiser Financial Group
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The Wiser Financial Group's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding The Wiser Financial Group
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Where are The Wiser Financial Group's Headquarters?
The Wiser Financial Group's Headquarters are in 6100 Stadium Drive ,Kalamazoo,Michigan,United States
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What is The Wiser Financial Group's phone number?
The Wiser Financial Group's phone number is +1 269-372-1430
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What is The Wiser Financial Group's official website?
The Wiser Financial Group's official website is https://www.thewisergroup.com
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What is The Wiser Financial Group's Revenue?
The Wiser Financial Group's revenue is $1 - 10M
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What is The Wiser Financial Group's NAICS code?
The Wiser Financial Group's NAICS code is 523930
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How many employees are working in The Wiser Financial Group
The Wiser Financial Group has 19 employees
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What is The Wiser Financial Group's Industry?
The Wiser Financial Group is in the industry of Financial Services
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Who is The Wiser Financial Group's Partner, Cfp, Cpa At The Wiser Financial Group?
The Wiser Financial Group's Partner, Cfp, Cpa At The Wiser Financial Group is Clinton Vanlinder