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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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Thomas "Casey" Loper
Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...
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Ken Gulliver
UGRU Financial
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had...
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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective...
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Alexander Mills
Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their...
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Ryan Veldhuizen
CFP®
Catalyze Wealth Management
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture...
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Tom Hagigh
EPE Wealth Advisors
No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an...
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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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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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