The Wiser Financial Group

The Wiser Financial Group (WFG) is an independent financial services organization based in Kalamazoo, Michigan. Established in 1960, the company has grown to employ 18 individuals and generates $6.3 million in annual revenue. WFG provides a range of financial services to families across the United States, including retirement planning, wealth management, risk management, and estate planning. Their team of financial professionals boasts over 300 years of combined experience in financial planning, encompassing certifications such as CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys, and financial advisors. WFG differentiates itself by offering personalized guidance from a dedicated advisor, coupled with the collective expertise of its diverse team. Clients benefit from a comprehensive approach to financial planning, leveraging the specialized knowledge of various professionals. For inquiries, individuals can contact WFG's Compliance department at 737-443-2582.