Academy Wealth Management - Grand Rapids (MI)

Dan Martin When I was in my mid 20s, I met with Ron Wiser. I remember the laminated binder we went through, with a hypothetical rate of return, and I was inspired to begin saving for retirement. I was introduced to Wes and others from the Wiser team that helped get a plan in place. That was 20 years ago, and Im so thankful for this connection and their service along the way. I appreciate their commitment to our community, and being willing to help everyone, even those just getting started with savings. Thank you Wiser Financial!!

Carrie Curnow After moving, my husband and I both thought the other had paid our life insurance premium, and unfortunately, my contract had lapsed. Brian was a tremendous help in finding a new carrier that provided the coverage we needed at a reasonable price. Despite having some health issues, I thought it would be impossible to get coverage again, but Brian was incredibly knowledgeable and patient throughout the entire process. He explained everything clearly at each step, without any high-pressure sales tactics, and acted as a true consultant, answering all of our questions and making the best recommendations. We couldn’t be happier with the outcome. Thank you, Brian, for your exceptional service!

Glenn Lovelady A pleasure to deal with both Tad and Rita. Honest and genuine people that I would highly recommend after many, many transactions.

Damien OCamb I worked with Rob as my loan officer for buying a car. Really great and transparent, reliable communication. Couldn’t have had anyone better.