Wise Financial LLC - Clifton Park (NY)

5 /5 Liam Spinrad: Have had an amazing experience with Wise financial so far! They have helped me a lot with planning into retirement. I worked with Kyle. Very friendly, willing to answer questions and look into anything you need help with!

5 /5 Diavalo Fletcher: Been working with wise for about 5 years now. Set up accounts for our 5 kids to help them get a Jumpstart on life after school. Also set up accounts for my wife and I to have a nice little nest egg when it comes to retirement time. They help us understand the stuff we dont understand. Its been a great experience and cant wait to see what it brings us.

5 /5 Cody Bagley: Wise is the way to go if your looking for any kinda financial planning. My wife and I went in not knowing what we wanted or what we should do and the gents at wise gave a clearer picture of what that was. With the personalized in depth meetings, consults and plans we now have a solid plan going forward. I enjoy the time they take to follow up with each person quarterly. Shows me they care about us as people and not just as a paycheck. 100/10 would recommend them to anyone.

5 /5 Rickey Laflamme: Started retirement profiles for our 3 children through Wise Financial. They are incredibly knowledgable and helpful. Set up was quick and stress free. This is a great crew to work with.

5 /5 Amie Fletcher: Wise Financial is the way to go if you are looking to set yourself up for success in the future for you and your children. Weve been working with Kyle Ohlidal for a few years now and couldnt be happier. He provides us with knowledgeable advice, helpful hints, and ways to save for our future. He contacts us every few months to twice a year to just go over our policies, see where our goals are, and if we want to or need to make any changes. Youll never regret investing in your future!!