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The Wiser Financial Group

Financial Services

Specialities :
Retirement planning
Investment management
Estate planning
Education funding
And insurance & risk managment
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About The Wiser Financial Group

What does The wiser financial group do?+

The Wiser Financial Group (WFG) is one of southwest Michigans 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 PLANNERSTM (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...

What are The wiser financial group's specialties? +

Retirement planning,investment management,estate planning,education funding,and insurance & risk managment

What is The wiser financial group's industry? +

The wiser financial group operates in the Financial services industry.

What is The wiser financial group's revenue? +

The wiser financial group's revenue is 11m - 100m

What is The wiser financial group's company size? +

The wiser financial group has 11 - 50 employees.

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