Financial Toolkit

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.

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.

© The Wiser Financial Group
6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
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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. Nether Kestra IS and 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.

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.

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