Google reviewers rate Wisely Advised 4.8 out of 5 based on 41 reviews, with the owner responding to 34 percent of them. Clients frequently praise the firm for clear communication, educational support, and responsive service across investment planning and tax preparation. Recurring themes include thorough step-by-step guidance and personalized attention to financial goals. One common criticism involves a lack of transparency regarding termination fees, which two low-star reviewers described as difficult to understand for laypersons.
Google rating: 4.8 out of 5 from 41 reviews (95% five-star).
Reviews on this page: 41 Google reviews (39 with written comments).
Owner responses: the business replied to 34% of reviews.
The team at Wisely Advised are Amazing ! I greatly appreciate their financial assistance and continued support for the past several years. They listen actively to understand my goals and care about my future.
Tony Velasquez's mastery of my financial planning and investments made it possible to purchase my dream home. He always explains recommendations clearly and in plain language that I can understand. Wisely Advised maintains consistent availability for client needs and questions. I called once with a question and minutes later, Tony Velasquez called me back while on vacation with his family.
Their honesty and deep knowledge give me total confidence. I want to thank Tony Velasquez and the Wisely Advised team ! I feel profoundly confident about my financial future .
Thank you so much for your thoughtful review! We’re truly grateful for your trust in Tony and the entire Wisely Advised team over the years. Helping you reach your goals and purchase your dream home is incredibly rewarding. We appreciate the opportunity to support you and look forward to being here for you in the years ahead!
Kristopher RossieLocal Guide · 21 reviewsiTotal number of Google reviews Kristopher has written across all businesses on Google Maps, not just this one.
Thank you for the recommendation! We truly appreciate your trust in Wisely Advised. It means a lot to hear that you’ve had a positive experience with our team, and we’re glad we could help support you with your financial goals.
Nick Devaney7 reviewsiTotal number of Google reviews Nick has written across all businesses on Google Maps, not just this one.
If you’re looking for the people to help you feel at ease and help you take hold of your retirement accounts and relieve financial stress then look no further than the people at Wisely Advised! Ken Michaels is my personal financial advisor over there and he takes great care of me as an operating engineer by trade. He has made everything easy to navigate and stress-free in getting my financials and goals in order. I have personally recommended a number of my close friends over to him and they are also satisfied with the care taken in helping them. They are fiduciary over there! That means they have to act in your best interest and they deliver!
Nick,
Thank you for the kind words and for taking the time to share your experience! We’re so glad to hear that Ken has made the process easy and stress-free while helping you work toward your financial goals. Your trust and referrals mean a lot to us, and we truly appreciate you being part of the Wisely Advised family.
Carolyn Clow4 reviewsiTotal number of Google reviews Carolyn has written across all businesses on Google Maps, not just this one.
Trust me when I say this - you won't find a better team to manage and invest for you! We've had the honor to work with Tony and the Wisely Advised team since their very beginning. We appreciate Tony's encouragement when going over the details of our financial future, but most importantly, we appreciate his honesty and integrity. We are looking forward to working with Wisely Advised for many years to come and we're excited to continue to watch how they invest and serve their community as well.
We have had the pleasure of working with Tony and the Wisely team for a few years now. Their attention to detail and personal care for our financial future has been a breath of fresh air. We highly recommend Wisley Advised to anyone looking for peace of mind when it comes to investing and planning for the future.
Ken is handling my Roth IRA a lot better than expected, I’m very happy with my rep and this company. Would definitely recommend! These guys know finances
Price assessment: Great price
Services: Retirement savings consulting
Kath UEPLocal Guide · 529 reviewsiTotal number of Google reviews Kath has written across all businesses on Google Maps, not just this one.
Tony, Chris & Maria are a professional, knowledgeable team. Glad to have them working with our family. Really excited for the new office at Calumet Ave in Dyer!
Thanks for the great customer service!
