Wiser Wealth Management, Inc Church St, Marietta
125 Church St #220, Marietta, GA 30060, United States
https://www.wiserinvestor.com/
- SaturdayClosed
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- Monday9AM–5PM
- Tuesday9AM–5PM
- Wednesday9AM–5PM
- Thursday9AM–5PM
- Friday9AM–5PM

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Services
- Estate Planning
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Reviews
L
Our yearly meeting with our Wiser Wealth Management team went well, as usual. Our finance strengths and balances were discussed. We asked questions that were answered to our satisfaction. We enjoy working with Casey and feel that he has our best interests at heart.
Linda, thank you for the kind review.
s
I am very satisfied with the level of expertise and service I receive at Wiser Wealth Management. They are very concerned with making the right decisions with my retirement account an answering questions that I have with the market and funds. Casey has stuck with me during the Highs and Lows to help me out. I cant ask for much more than that. Its a pleasure to work with them and have a great sense of security for tommorrow.
Steve - thank you for your thoughtful and kind review. We greatly appreciate it!
J
Casey and his team always deliver excellent service. The are trustworthy and relational. The transparent nature in which they attend to our finances leaves us confident we have the right team!
Jennifer - thank you for your thoughtful and kind review!
S
I have been with Wiser Wealth Management for over 10 years and they have done a great job for me. They are always available to answer questions and give advice. I love that they are a fiduciary organization. That said, I think they are the best!
Suzanne, thank you for leaving such a kind and thoughtful review!
O
My wife and I have been clients with Wiser Wealth Management for several years. We met with and had several communications with Casey and his team before deciding to use their service. They have always been very welcoming to all of our questions and concerns. It is comforting to know that Casey and his team are looking out for our best interest. Owen and Claire Kirkpatrick
Thank you for your review, Owen!
T
Casey's presentation was very informative and helpful. he made sense out of things that can be confusing. I left having a good and positive feeling about my retirement.
Tony, thank you for your kind review.
T
Casey and his team truly listen to and address your financial goals and concerns and put together solid financial plans that are conservatively tailored to helping you achieve financial security. Thank you to them.
Todd, thank you for the kind review.
C
It has been our pleasure working with the team at Wiser Wealth Management. I first can to know Casey when he worked at the airlines as a pilot. His interest in helping his fellow employees lead him to share his knowledge of financial management, at 401k workshops. I knew my husband and I could work with him, he laid everything out in layman’s terms, and was patient answering all questions. We live in North Carolina, and have looked at finding someone closer, but it was not the same feeling of trust, and ease of working together, so we stayed with Casey.
Thank you for the kind words and review, Cathy!
W
I first met Casey Smith in 2005 when with his help I created my Estate Plan. He appeared to be a bright and personable young man and his advice fit my hopes for my financial future. I decided to have him manage my portfolio. I have not been disappointed. I live in Rhode Island but in today's electronic age the distance is not a problem Casey reviews my holdings and makes the changes to keep my portfolio in the agreed balance. I find his fee schedule appropriate. He has my complete trust. He is responsive to every request and has a professional office staff to meet every need. I recommend Wiser Wealth Management anyone needing sound financial advice.
Hi Bill - thank you for your kind review! We truly appreciate it!
M
I cannot say enough great things about Wiser Wealth. My wife and I have been a client of theirs for over ten years. The staff are extremely professional and knowledgeable. Casey Smith has always been accessible and honest regarding our finances. I can honestly say that I would not trust anyone near as much with our financial security more than I trust Wiser Wealth.
Mark - thank you for your thoughtful and kind review. We greatly appreciate it!
Personal loan Providers Nearby in Marietta
FAQs
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Wiser Wealth Management, Inc also offers these loans options shown as '- Estate planning
- Financial planning
- Investment advising
- Retirement savings consulting
- Tax planning
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2. What's The Location Of Wiser Wealth Management, Inc?
Wiser Wealth Management, Inc is located at 125 Church St #220, Marietta, GA 30060, United States. If you wan to visit them in person, you may use the map to find out a way to get there.4. How Can I Get a Loan at Wiser Wealth Management, Inc?
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