The Wiser Financial Group

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

6100 Stadium Dr Ste 1, Kalamazoo, Michig...

Phone Number

(269) 372-1430

Revenue

$6.4 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
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ZI Rank
2
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2
2
1
2

About The Wiser Financial Group

Wiser Financial Group is one of Kalamazoo's oldest and largest independent financial advising firms, providing a comprehensive suite of financial services since 1960. The firm is dedicated to building community trust by offering tailored financial solutions that align with clients' goals. Their services include retirement planning, investment management, education funding, insurance, and estate planning. Clients benefit from a personalized approach, working closely with a dedicated advisor while having access to the collective expertise of the entire team.Explore more
The Wiser Financial Group's Social MediaPopular SearchesThe Wiser Financial GroupIntersecurities IncRobert Amberg CPARonald B Wiser & Associates IncRonald B Wiser Management LLCSIC Code 62,628NAICS Code 52,523Show more

The Wiser Financial Group Org Chart

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YL
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Executive Assistant

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Receptionist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Wiser Financial Group

$6.4M
11-50
Private
-
1960
YL
Ying LiDirector
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1985
SP
Serene PaintalService Professional
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Wiser Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Wiser Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Wiser Financial Group.

The Wiser Financial Group Tech Stack

A closer look at the technologies used by The Wiser Financial Group

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Frequently Asked Questions Regarding The Wiser Financial Group

What is The Wiser Financial Group's official website?
The Wiser Financial Group's official website is www.thewisergroup.com
What is The Wiser Financial Group's Revenue?
The Wiser Financial Group's revenue is $6.4 Million
What is The Wiser Financial Group's SIC code?
The Wiser Financial Group's SIC: 62,628
What is The Wiser Financial Group's NAICS code?
The Wiser Financial Group's NAICS: 52,523
How many employees does The Wiser Financial Group have?
The Wiser Financial Group has 11-50 employees
What industry does The Wiser Financial Group belong to?
The Wiser Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is The Wiser Financial Group competition?
The Wiser Financial Group top competitors include: Wealth Advisory Services, ProVise Management Group, Ratcliff Financial Services, Stockade Wealth Management
What technology does The Wiser Financial Group use?
Some of the popular technologies that The Wiser Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
How do I contact The Wiser Financial Group?
The Wiser Financial Group contact info: Phone number: (269) 372-1430 Website: www.thewisergroup.com
What does The Wiser Financial Group do?

Wiser Financial Group is one of Kalamazoo's oldest and largest independent financial advising firms, providing a comprehensive suite of financial services since 1960. The firm is dedicated to building community trust by offering tailored financial solutions that align with clients' goals. Their services include retirement planning, investment manag... ement, education funding, insurance, and estate planning. Clients benefit from a personalized approach, working closely with a dedicated advisor while having access to the collective expertise of the entire team.Read More

What are The Wiser Financial Group social media links?
The Wiser Financial Group Linkedin page The Wiser Financial Group Twitter page The Wiser Financial Group Facebook page
Is The Wiser Financial Group a public company?
The Wiser Financial Group is private company therefore does not currently have an official ticker symbol
See more information about The Wiser Financial Group

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