Wiser Wealth Management, Inc

10 recommendations and reviews from 4 people

• Referral from March 8, 2017
  

  Brandy B. asked:

  Can anyone recommend a probate attorney? My quadriplegic uncle passed away about 6 months ago and his government paid home health aide has sold all of his property and is attempting to sell our family land. She claimed to be his common law wife, I need to know where I start.....

  

  Megan B. replied:

  Michael Burnett in Marietta. His office is on the square. 678-905-4450

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• Referral from December 16, 2016
  

  Katherine A. asked:

  Good Afternoon, would love if someone could recommend a good Financial Adviser. Many thanks in advance!

  

  Nathan M. replied:

  Casey Smith wiserinvestor.com

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• Referral from April 27, 2015
  

  Adrienne R. asked:

  Local financial advisors....go!!!

  

  Jeff C. replied:

  Wiser Wealth Management, Address: 125 Church St #220, Marietta, GA 30060 Phone:(678) 905-4450

  

  Angela S. replied:

  Great team at Wiser Wealth Management. They are just off the Marietta Square. Check them out at www.wiserinvestor.com.

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Recommendations from Angela S.

• Referral from March 23, 2015
  

  Paige S. asked:

  Seeking a good tax advisor/accountant for 2015 who can not only file personal and sole proprietor LLC tax returns (I have no employees - it's just me) but also provide good tax advice/strategy. Any good referrals?

  

  Angela S. replied:

  Check out Wiser Wealth Management at www.wiserinvestor.com. Peter is the tax guy.

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• Referral from December 21, 2014
  

  Brian B. asked:

  Looking for a great local accountant, we need someone who will not only do our taxes, but consult, advise and give guidance for the best outcome. I am a 1099 doing work for several companies, my wife has a corporate job and we just opened a new small business as well. Thanks in advance!

  

  Angela S. replied:

  You should talk with the small business consultants at Wiser Wealth Management. Located just off the square, they offer planning, tax, and legal services. Check them out at www.wiserinvestor.com

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• Referral from October 2, 2014
  

  Andrea E. asked:

  Suggestions for the name of a reasonably priced accountant, please. Ideally I would like to develop a long term relationship, as I really don't want to do my own taxes. But have immediate questions about filing for 2013, since extension due date looms. Mixed type work, self employed and w-2 in some cases. Thank you!

  

  Angela S. replied:

  Ralph Beasley is the newest CPA at Wiser Wealth Management, just off the Marietta Square. He's new to the team but not new to Marietta. Give them a call at 678-905-4450. He's not yet on their site but take a look at http://www.wiserinvestor.com/

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• Referral from August 18, 2014
  

  Laura A. asked:

  Local financial planners? Asking for someone that lives here, but isn't on Facebook(yes, apparently those people exist!). GO!

  

  Angela S. replied:

  Casey Smith at Wiser Wealth Management just off the Marietta square. They are fee only with in house experts in tax, legal, and accounting in addition to financial planning. He was named Wealth Manager of the Year by Atlanta Magazine. http://www.wiserinvestor.com

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• Referral from March 26, 2014
  

  Catherine L. asked:

  Any recommendations for a good accountant in the area? The person we have used to do our taxes in the past is no longer in that field. Thanks!

  

  Angela S. replied:

  My husband owns Wiser Wealth Management at Marietta Station on the Square. They have a CPA who is part of their team. Check them out at www.wiserinvestor.com

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• Referral from November 18, 2013
  

  Misty R. asked:

  Anyone have a local financial advisor they like and can recommend? Thanks!

  

  Angela S. replied:

  Casey Smith at Wiser Wealth Management. He is at Marietta Station across from First Baptist. 678.905.4450 You can also check him out at www.wiserinvestor.com His firm is" a fiduciary, fee-only investment advisory firm offering investment management, tax planning and preparation services, as well as financial and estate planning. We provide a process, not a commission sales presentation."

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