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Jake took our investments and balanced our portfolio to help maximize our return. He is completely trustworthy and honest. We are very happy to have his oversight of our retirement portfolio.
Known Jacob for a few years and have complete trust and confidence with him
Jake is honest and you can trust him. Does a great job with my money. Thanks
YES - Financial Management does matter. I am a long term business owner understanding the true need for a quality $$$ advisor. Jake has proven to be a valuable Professional service provider. I am old enough to know Jake's personal care, knowledge, and services are distinctively above the norm.
Jake and his team are the cream of the crop! His advice and insights have been invaluable, and we are so happy with his service. He's smart, he's driven, he's organized and he's proactive!
Jacob Fitzgerald is a financial advisor and the founder of WiserAdvisor.com, an independent and unbiased matching service that helps individuals find the best financial advisors for their unique needs. With over 20 years of experience in the financial industry, Jacob has helped countless clients achieve their financial goals through personalized investment strategies.
At WiserAdvisor.com, Jacob and his team are dedicated to providing high-quality matches between investors and advisors. They understand that finding the right advisor can be a daunting task, which is why they have developed a comprehensive screening process to ensure that only the most qualified advisors are recommended to clients.
One of the key features of WiserAdvisor.com is its commitment to independence and objectivity. Unlike many other matching services, they do not accept any compensation from advisors for being recommended to clients. This ensures that all matches are based solely on merit and suitability for each individual client's needs.
In addition to helping individuals find the right advisor, WiserAdvisor.com also provides valuable resources for both investors and advisors. Their blog features articles on a wide range of financial topics, from retirement planning to tax strategies. They also offer webinars and other educational materials designed to help investors make informed decisions about their finances.
For financial advisors looking to grow their business, WiserAdvisor.com offers a unique opportunity to connect with potential clients who are actively seeking their services. By joining their network of trusted advisors, you can gain access to high-quality leads who have already been pre-screened for suitability.
Overall, Jacob Fitzgerald's WiserAdvisor.com is an excellent resource for anyone looking for unbiased advice on investing or seeking out a qualified financial advisor. With its commitment to independence and objectivity, it stands out as one of the top matching services in the industry today.
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