Wisely Advised

Josh Janda _{on Google}

Nov 29th, 2023

I set up an account with Wisely Advised about a year ago and I couldnt be happier. Ken is my advisor and he has been a tremendous help since day 1. Im very happy I went with Wisely Advised to invest!

Jeffrey H _{on Google}

Sep 7th, 2023

We have been with Tony for over a year now and very satisfied. We had some rollovers he help with that went flawless. Highly recommend..

Rachel Veres _{on Google}

May 1st, 2022

Awesome accountant. Answered all our questions and got our return done super quickly.

klvandenberg _{on Google}

Dec 14th, 2022

After my husband passed away nearly two years ago, I was in need of a financial advisor. After talking with several different people, my brother-in-law recommended Tony Velasquez of Wisely Advised. Once I met with Tony, I knew I had found the perfect advisor. He was extremely knowledgeable, understanding, and kind while helping me determine the best course of action regarding my finances. He was patient and took his time explaining everything to me. He is always there if I have a question or concern, and he responds quickly. I could not be happier with his service, and I'm so glad to have found him. I would highly recommend Tony and Wisely Advised for anyone needing assistance with managing their funds. He is truly a professional, as well as a very friendly and caring person. In other words, a perfect combination. I thank you, Tony, for always being there for me.