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WiserAdvisor Overview
WiserAdvisor.com was founded in 1998 to ensure a high-quality fit for both consumers and financial advisors. We are an industry leader in helping screened motivated investors get connected with up to 3 qualified financial advisors. Our nationwide network includes financial advisors from large fortune 500 companies as well as small independent financial firms.
The potential investors are seeking financial advice or guidance on retirement planning, portfolio management, annuities, 401K Rollover and estate planning.
• Qualified advisors also opt-in to highly optimized directory listing marketing their credentials, website and contact number to increase visibility.
• Investors receive a professionally crafted profile with the advisor’s bio, credentials, FAQ’s, and their contact information.
• All potential investors are manually reviewed; pass an 8 point automated check, called and screened by a live verification specialist.
• All leads are delivered in real time via email, cell phone, portfolio or XML.
While no lead program is perfect, ours is smart, smooth and effective. We take out the guess work and do much of the “heavy lifting” for you. More importantly, we understand that our interests are aligned, and that we can only succeed if you succeed.
Want to learn more about our company and our products? Visit our website:
https://www.wiseradvisor.com
| Industry | Financial Services |
| Headquarters | Fairfax, Virginia |
| Company size | 11-50 employees |
| Website | https://www.wiseradvisor.com |