MY ACCOUNT BECOME A CLIENT SERVICES WISER CONNECTION THE WISER TEAM CONTACT Wiser Connection You’ll be pleasantly surprised to learn that The Wiser Financial Group isn’t like those other stuffy financial firms. Our team is warm, welcoming, and open to your individual needs. We don’t reserve our best for special clients with more investment power. We meet you where you are and work to get you where you want to be. We know you need someone who can talk to you like a confidant, but, rest assured, we’re never casual about your important financial assets. As one of southwest Michigan’s oldest and largest independent financial services organizations, we’re both highly skilled and trusted in the community—often serving families for generations. Since 1960, we’ve stood behind families, identifying plans that help achieve their financial goals, including: retirement, wealth management, risk management, and estate planning. Blog LEARN MORE Book of the Month LEARN MORE Events & Workshops LEARN MORE Blog Book of the Month News Events & Workshops Market Update Meet the Wiser Advisors Everyone who comes through our doors has their own financial story. We’ll take the time to find a Wiser Advisor for you who has the right expertise to respond to your unique needs. GET TO KNOW US MY ACCOUNT PRIVACY LEGAL DISCLAIMER © The Wiser Financial Group 6100 Stadium Drive, Kalamazoo MI 49009 269.372.1430 | 800.292.1472 Site Made in Michigan by NK Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. Investor Disclosures https://www.kestrafinancial.com/disclosures This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582. The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.