Wiser Wealth Management, Inc Church St, Marietta

Wiser Wealth Management, Inc Reviews

• L

  Linda Brady
  5

  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.

  Response from the owner

  Linda, thank you for the kind review.

• s

  steve m
  5

  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.

  Response from the owner

  Steve - thank you for your thoughtful and kind review. We greatly appreciate it!

• J

  Jennifer Bryant
  5

  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!

  Response from the owner

  Jennifer - thank you for your thoughtful and kind review!

• S

  Suzanne Wood
  5

  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!

  Response from the owner

  Suzanne, thank you for leaving such a kind and thoughtful review!

• O

  Owen Kirkpatrick
  5

  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

  Response from the owner

  Thank you for your review, Owen!

• T

  Tony Dingler
  5

  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.

  Response from the owner

  Tony, thank you for your kind review.

• T

  Todd Rice
  5

  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.

  Response from the owner

  Todd, thank you for the kind review.

• C

  Cathy Singletary
  5

  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.

  Response from the owner

  Thank you for the kind words and review, Cathy!

• W

  William Morgan
  5

  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.

  Response from the owner

  Hi Bill - thank you for your kind review! We truly appreciate it!

• M

  Mark Tatum
  5

  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.

  Response from the owner

  Mark - thank you for your thoughtful and kind review. We greatly appreciate it!