Google reviewers rate Weiser Financial five stars across 67 reviews, highlighting consistent praise for the firm's responsiveness, patience, and ability to explain complex financial concepts clearly. Clients frequently cite long-term relationships spanning decades, noting that the team provides detailed communication, proactive check-ins, and low-pressure guidance for services including investment management, life insurance, and estate planning. With no low-star excerpts provided to indicate common criticisms, the feedback remains uniformly positive regarding professionalism, trustworthiness, and the clarity of financial planning advice.
Google rating: 5.0 out of 5 from 67 reviews (100% five-star).
Reviews on this page: 67 Google reviews (63 with written comments, 2 with photos).
Owner responses: the business replied to 94% of reviews.
Reviews from Google, shown as published (original wording, unedited).
What customers talk about
We read 63 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“He took the time to answer all of my questions with patience and kindness, and never made me feel rushed.”
“…nt, professional, and committed to serving his clients well, I would highly recommend speaking with him.…”
“…professionally and have been consistently impressed by his knowledge, integrity, and genuine desire to help others.…”
“I had a great experience working with Cory at Weiser Financial.”
“They are very knowledgeable and very responsive to my questions.”
“He has a remarkable ability to explain complex financial concepts in a way that is easy to understand and never comes across as pushy or sales-oriented.”
“…d multiple great investment products, usually that have little or no fees, but if you decide not to go with any of them, then he is totally fine with…”
People customers mention
Cory21 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
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Team members customers mention
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Jamille Napoles3 reviewsiTotal number of Google reviews Jamille has written across all businesses on Google Maps, not just this one.
I had a great experience working with Cory at Weiser Financial. He took the time to answer all of my questions with patience and kindness, and never made me feel rushed. I left our meeting feeling confident, well-informed, and truly cared for. Cory and his team are knowledgeable, professional, and a pleasure to work with. I highly recommend Weiser Financial!
Response from the owner · a month ago
Thank you, Jamille! We’re so glad you had a great experience with Cory and our team.
Patrick Irwin2 reviewsiTotal number of Google reviews Patrick has written across all businesses on Google Maps, not just this one.
I have had the opportunity to get to know Cory professionally and have been consistently impressed by his knowledge, integrity, and genuine desire to help others. He has a remarkable ability to explain complex financial concepts in a way that is easy to understand and never comes across as pushy or sales-oriented.
What stands out most is how much he cares about doing what is in his clients’ best interests. He is thoughtful, trustworthy, and clearly passionate about helping people make informed financial decisions. If you’re looking for a financial advisor who is intelligent, professional, and committed to serving his clients well, I would highly recommend speaking with him.
Response from the owner · a month ago
Thank you, Patrick! We really appreciate your kind words about Cory and the way he approaches financial planning. Thank you for taking the time to share your experience!
Henry Gavan1 reviewiTotal number of Google reviews Henry has written across all businesses on Google Maps, not just this one.
Cory and his team are phenomenal. They have helped myself and my entire family tremendously! If you are looking for someone honest and
Genuine to help with your financial goals. LOOK NO FURTHER!
Response from the owner · a month ago
Thank you, Philip! We’re so glad Cory and our team have been able to help you and your family. We truly appreciate your trust.
Jennifer Weidley10 reviewsiTotal number of Google reviews Jennifer has written across all businesses on Google Maps, not just this one.
I have used Weiser Financial for years, Cory is very honest and really knows what he is doing. His investments have always done really well. What I really appreciate about Cory is that he is the opposite of high pressure, he will listen to your needs then find multiple great investment products, usually that have little or no fees, but if you decide not to go with any of them, then he is totally fine with that. I really fell that he does what is best for you, he is not just out to grab a commission.
Response from the owner · a month ago
Thank you, Thomas! We truly appreciate your trust over the years and your kind words about Cory.
Kaleena Greenberg9 reviewsiTotal number of Google reviews Kaleena has written across all businesses on Google Maps, not just this one.
I met Cory doing a repair at his home several years ago. I decided to give him and his team a shot to help me out. He helped educate me quite a bit about saving etc and has answered many questions for me. His track record speaks for itself. The team reaches out to me on a biannual basis and asks me if I have any questions or if I would like to set up a meeting. Great team and a very personalized with their clients.
Response from the owner · a month ago
Thank you, Clinton! We’re so glad to hear you’ve had a great experience with Cory and the team!
Hung Nguyen1 reviewiTotal number of Google reviews Hung has written across all businesses on Google Maps, not just this one.
I’ve had the pleasure of working with Cory Weiser for over 20 years, and I can confidently say he has been an exceptional financial advisor throughout that entire time. His knowledge, professionalism, and dedication to his clients truly set him apart.
Cory has always taken the time to understand my financial goals and has consistently provided thoughtful, well-informed guidance to help me achieve them. I’ve especially appreciated his responsiveness, transparency, and ability to explain complex financial matters in a clear and reassuring way.
Over the years, I’ve felt completely confident knowing my finances are in such capable hands. His long-term approach and genuine care for his clients’ success have made a significant positive impact on my financial well-being.
I highly recommend Cory to anyone looking for a trustworthy, experienced, and reliable financial advisor. Five stars all the way!
Response from the owner · a month ago
Thank you for your continued trust in Cory and for taking the time to share such thoughtful words. We truly appreciate you!
