BBB Accredited Business since 09/26/2000
BBB Business Reviews may not be reproduced for sales or promotional purposes.
Request a Quote
A BBB Accredited Business since 09/26/2000
BBB has determined that Wiser Wealth Management, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Wiser Wealth Management, Inc.'s rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
Contact InformationPrincipal: Ms. Sonja Gonzalez (Financial Planner)Mr. Casey T. Smith (President)
Number of Employees
Investment Advisory Service, Financial Services, Bookkeeping Service, Retirement Planning Service, Tax Return Preparation, Tax Reporting Service, Estate Planning & Management, Financial Planning Consultants
Products & Services
This company's services include investment advisory and management, estate planning, and tax preparation.
Alternate Business NamesWiser Financial Services
Industry TipsAvoid Abusive Home-Based Business Tax Schemes
BBBTips on Putting Together a Budget
BBBTips on Saving and Investing
Businesses Urged to Avoid Employment Tax Schemes
Dont Fall Victim to Tax Reduction Schemes!
Finding a Reputable Tax Preparer
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Responsibilities of Being an Executor
Selecting a Financial Planner
Steps to Starting Your Own Business
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client