The Wiser Financial Group

(on stadium drive)
Business Consulting and Services in Kalamazoo, MI
Business Consulting and Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

6100 Stadium Drive
Kalamazoo, MI
49009

Photos

The Wiser Financial Group Photo

Services

  • Retirement Planning
  • Education Funding
  • Estate Planning
  • Investment Management
  • Insurance & Risk Management And Employer Plans

Latest

New Month, New Week, and New October Birthdays! ๐ŸŽƒ๐Ÿ๐ŸŽ‰ We would like to wish a very Happy Belated Birthday to Financial Advisor, Bryan Campbell, who celebrated this past weekend! Join us in wishing Bryan a very Happy Belated Birthday!
New Month! New Quarter! ๐Ÿ‚๐Ÿ“† Q4 Kicks Off Today! Get Q4 Market Ready with this Week's Wiser Financial Recap: http://bit.ly/wisermarketupdate
After last nightโ€ฆ We thought someone should finally answer some questions. Your Smart Question of the Week: โ€œWhat is the Benefit of Investing in Funds over Individual Stocks and Bonds? Our Wiser Answer comes from Rob Campbell, Financial Advisor, CPA, CFPยฎ, http://bit.ly/RobWiserAnswer โ€œWhat is the Benefit of Investing in Funds over Individual Stocks and Bonds? Smart Question, Wiser Answers.
While the weather is taking a deep dive into the colder temps this week, our team more focused on the economic climate for Small Businesses. Check Out 5 ways how Small Businesses can Weather the Pandemic: Great video! Junior Achievement of Southwest Michigan Forbes FORBES.COM 5 Ways Small Businesses Can Weather The Pandemic Junior Achievement of Southwest Michigan September 22 at 12:47 PM ยท In this economic climate, businesses need to find ways to transition as needed. Here are 5 ways small businesses can weather the pandemic, and come out strong on the other side.
Junior Achievement of Southwest Michigan September 22 at 12:47 PM ยท In this economic climate, businesses need to find ways to transition as needed. Here are 5 ways small businesses can weather the pandemic, and come out strong on the other side.
TGIF! ๐Ÿ˜Ž Fall, Football, and FRIDAY are Officially Here! ๐Ÿ‚๐Ÿˆ๐ŸŽ‰ Fresh like the Autumn Breeze, our New! Wiser Fall 2020 Quarterly Firm Update is here too: http://bit.ly/WisersFall2020BestPractices
It's the Final Countdown for Touchdown For Diabetes 2020๐Ÿˆโฐ To Purchase a 50/50 Raffle Ticket by 5 PM visit Online at https://www.touchdowndiabetes.events/ THIS YEAR is critically important as people with diabetes are 10x more likely to be hospitalized when contracting COVID.
Stocks Rise, Stimulus Uncertain ๐Ÿ˜ฌ๐Ÿ‘ป๐Ÿ•ท๐Ÿ•ธ Check out our Wiser Weekly Market Update for these Spooky Stock Updates: http://bit.ly/wisermarketupdate
Presidential Values, Family Values, and Monetary Values. Your Smart Question of the Week is: How Do I Protect the Value of My Estate? This Week, our Wiser Answer comes from Bryan Campbell, Senior Financial Advisor, CPA Smart Questions, Wiser Answers: How Do I Protect the Value of My Estate?
First Week into October & Q4 ๐Ÿ‚๐Ÿ“† w/ Stock Talk on the Rise! Check out the Wiser Special Update: Q3 Quarterly Report http://bit.ly/wisermarketupdate
Stock Talk is at an All-Time High! ๐Ÿ“Š๐Ÿ“‰Your Smart Question of the Week: How Long Should I Hold onto a Stock? Our Wiser Answer comes from Clinton VanLinder, Partner, Financial Advisor, CPA, CFPยฎ http://bit.ly/ClintonWiserAnswer "How Long Should I Hold onto a Stock" Smart Question, Wiser Answer
Since the start of the 4th Quarter, we have received many new client referrals. What's the question they always ask in their first meeting: How Will Our Relationship Work? This Week, Our Wiser Answer comes from Bob Amberg, Partner, Financial Advisor http://bit.ly/BobWiserAnswer
Remember at Amusement Park rides when the recorded voice instructs you to keep your hands inside the moving vehicle at all times and to โ€œbuckle up?โ€... Well, that feels a lot like this year ๐Ÿคฃ๐ŸŽข Buckle Up and Read Wes's Rant about the 4th Quarter of 2020 http://bit.ly/BuckleUpBlog
The Wiser Financial Group updated their phone number.
TGIF ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Friday, Friends! Congratulations to the Portage Central High School Boys Tennis Team, who wrapped up their Tennis Season yesterday at the State Championship! Bravo, Mustangs!! ๐Ÿ‘๐ŸฅŽ๐ŸŽพ
It's #MotivationMonday! ๐Ÿ™Œ๐Ÿ’ช๐Ÿคฉ This Monday, Check out Forbes 7 Helpful Tips for Managers leading teams remotely right now! Great Forbes Find, Junior Achievement of Southwest Michigan ๐Ÿ‘http://bit.ly/JASWMAForbesFind LINKEDIN.COM Junior Achievement of Southwest Michigan on LinkedIn: Council Post: Seven Non-Work-Related Things Managers Should Encourage
New this Week ๐Ÿ‘‰ Wiser's Weekly Market Newsletter! ๐Ÿ“Š Read all the Latest Updates at http://bit.ly/wisermarketupdate
Whatโ€™s better than MSU vs UM Football, Halloween on a Saturday, and Daylight Savings Time in one weekend? Working with Michelle Morseau-Stewart! Michelle has been with Wiser for over TWO DECADES, and we are incredibly grateful to have you on our Wiser Team. Thank you for all you do! Happy Wiser Anniversary, Michelle! #motivationmonday
Autumn is the Perfect Time to Cozy with a Great Book! ๐Ÿ‚๐Ÿ๐Ÿ“š This month, Bobโ€™s Book of the Month is The Eye of the Elephant: An Epic Adventure in the African Wilderness by Delia and Mark Owens. Check out all of Bobโ€™s Excellent Book Selections ๐Ÿ“– https://bit.ly/WiserBookoftheMonth
It's 5 O'Clock Somewhere! Check out your Smart Question of the Week: How Much Money Do I Need to Retire? This Week, Our Wiser Answer comes from Wesley Lentz, Managing Partner, Financial Advisor http://bit.ly/WiserAnswerWesley
On this Veterans Day, with honor, respect, and gratitude we extend our deepest thanks and appreciation to those who served in the United States Armed Forces. We are forever grateful to you! ๐Ÿ‡บ๐Ÿ‡ธ
TGIF! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ We are all chomping at the bit to start the weekend after this crazy week! We hope you have some tasty dinner plans like Miller! ๐Ÿฅ˜๐Ÿฆด Enjoy your Weekend! #TGIF #FurryFriends
What a Week! ๐Ÿ™ˆ๐Ÿคฏ... Check out this Week's Market Update for this week's investment recap http://bit.ly/WeeklyWiserUpdate
What does our entire Team have in common --> We ALL Vote! ๐Ÿ—ณ๐Ÿ‡บ๐Ÿ‡ธ We hope you will join the Wiser Team today and also exercise your right to vote! #yourvotematters #2020election
Good Afternoon, Friends! Based on the new restrictions announced from the Michigan Department of Health and Human Services, we have updated our firm's client policies for the next few weeks to keep everyone Healthier, Wealthier, and Wiser! Visit our website for more details: https://bit.ly/Nov16CovidUpdate
TGIF! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ We hope you are ready to get outside and enjoy the weekend ahead! Karyn found the perfect spot last weekend!๐Ÿ๐Ÿ‚๐Ÿฆด Enjoy your Weekend! #TGIF #FurryFriendsโ˜€๏ธ
On a good day or a bad one, in the office, or remote, working with Karen Brown can ALWAYS lift your spirits no matter what the circumstance! Happy Wiser Anniversary, Karen! We are so blessed to have you on our team for over 12 years! Cheers to many more Wiser years ahead! ๐Ÿ‘๐Ÿ‘๐Ÿ‘ #MotivationMonday #LoveWhereYouWork
TGIF! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ We hope you are enjoying all of Michigan seasons, including Michigan's Deer Season! Congratulations to Senior Financial Advisor, Nick Messer on your recent hunt this past week!! โ˜€๏ธ๐ŸฆŒ Have a Great Weekend! #TGIF #Michigan
Happy Wiser Anniversary to Lori Young-Brady! Thank you for everything you have done as our Director of Operations for our Wiser team during this crazy year of 2020 and for the last twenty years! We appreciate you! #MondayMotivation #WiserWaytoWork #WorkAnniversary
From our Wiser Financial Family to yours, Happy Thanksgiving! ๐Ÿฆƒ
It's almost Turkey Time! ๐Ÿฆƒ ๐Ÿฝ What's for dinner this year? A Long Turkey Day Rant from Wiser's Managing Partner, Wesley Lentz! You don't want to miss this! https://bit.ly/15DaystoSlowtheSpread
Happy Thanksgiving, Friends! ๐Ÿฆƒ Here's our updated Office Holiday Hours surrounding Turkey Day! Stay Safe & Healthy!
What is our Favorite Leadership Conference we attend each year? Southwest Michigan First's Catalyst University! Today, the 2020 Virtual Conference kicks off and we could not be more excited! Thank you, Ron Kitchens and the SWMF Team for making this happen in 2020 ๐Ÿ‘๐Ÿ‘๐Ÿ‘ RONKITCHENS.COM 274: Do You Want to Be Virtually Unstoppable?! - ronkitchens.com Ron Kitchens December 1 at 3:25 PM ยท Happy Catalyst University week! I may be a little bias, but I think this year's event with its awesome line up of speakers will be the most impactful group that any conference has seen. Tune into the #AlwaysForward podcast below for some behind the scenes insights. If you have not reserved your ticket yet, it's not too late! Secure your spot here: https://bit.ly/CU20Register
New Month! New Book of the Month from Partner, Bob Amberg! Check out all of Bob's Book Selections of 2020 for Great Gift Ideas for your favorite readers this Holiday Season! https://bit.ly/2020HolidayBookList PS - When you can, don't forget to shop local! We love supporting This is a bookstore & Bookbug located in Kalamazoo ๐Ÿ“–
TGIF! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ We hope your smile this Friday is as big as the Lentz Puppies! Happy Friday, Friends!! Enjoy the Weekend Ahead! PS - Do you have a puppy picture we should use for Furry Friday? Send us a message or email us (katelyn@thewisergroup.com) ๐Ÿ“ธ
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Friday, Friends! We hope you are staying warm this weekend just like Maizey and Maddie ๐Ÿพ๐Ÿฆดโ„๏ธ These two are too cute, Jack and Deb! #furryfriday #TGIF PS - Do you have a puppy picture we should use for Furry Friday? Send us a message or email us at (katelyn@thewisergroup.com)
Way to go, Easton Lentz and Portage Central Men's Tennis 2020 ๐ŸŽพ Vote for Wiser Financial Group, favorite tennis player, Easton! MLIVE.COM Which Kalamazoo-area boys tennis player will have the biggest impact in 2021?
What a way to start our week here in Kalamazoo! ๐ŸŽ‰ Bravo to our Clients, Friends, and Family at Pfizer for your dedicated work on the COVID-19 Vaccine! ๐Ÿ‘๐Ÿ‘๐Ÿ‘ #mondaymotivation #lovewhereyoulive https://www.newsweek.com/people-cheer-trucks-carrying-pfizer-vaccine-1554403 Trucks carrying Pfizer COVID vaccine met by cheering onlookers at Kalamazoo warehouse
Happy Holidays! ๐ŸŽ„ We hope you and yours have a Safe and Blessed Holiday!โ„ Here's our updated Office Holiday Hours for this week:
FINALLY! ๐Ÿ™Œ The LAST week of 2020! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ As we countdown the FINAL DAYS of 2020, here's our Holiday Business Hours surrounding the New Year:
The First Monday of 2021!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ As we are looking forward to the year ahead and our focus is helping our community feel confident with financial planning. What are you planning for in 2021? How can we help you in 2021? #mondaymotivation #2021goals #newyearnewgoals
Happy Monday! We are kicking off this week celebrating one of our Wiser Partners, Financial Advisor, Robert Amberg! Join us in Congratulating Bob on being a part of Wiser Financial since 1993! Happy Wiser Anniversary, Bob! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ #mondaymotivation
TGIF! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ We know what can make this Friday better... Meet Ellie! We heard from Ellie's Mom that she is "quite the diva", but then again, so is 2021 so far ๐Ÿคฃ๐Ÿพ Happy Friday! Thank you for submitting your pup for Furry Friday, Nancy! If you have a pup to be featured, email us at katelyn@thewisergroup.com
Congratulations to Bryan Campbell on his recent announcement of being promoted to a Partner at The Wiser Financial Group. We look forward to your leadership as a Partner at Wiser! #WiserWednesday For the Full Press Release: http://bit.ly/BryanCampbellWiserPartner
Financial Advisor or Future Anchorman?! Wesley Lentz, Wiser's Managing Partner is taking over our Facebook Page to give a few exciting 2021 Updates! Happy Friday! Happy Friday! Wiser Updates from Wesley Lentz, Wiser Financial Group
WOW! What a Week! Older AND WISER! ๐Ÿค“๐Ÿ’กHappy Wiser Anniversary to our Director of Client Engagement, Katelyn Lennon! Thank you for everything you do for our Wiser Team! Cheers to you! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰
Happiest Birthday to our Director of Client Engagement, Katelyn Lennon ๐Ÿฅณ We hope you have a wonderful day! Join us in wishing Katelyn a very Happy Birthday!
Today, we honor the legacy of Martin Luther King, Jr. โค๏ธ #MLKDay #MLK2021 #MondayMotivation #Legacy
TGIF!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Friday! We hope your Friday Spirits are as high as Gemma's! Would you look at that SMILE! ๐Ÿ˜ Thank you Laura for letting us feature your pup for Furry Friday! If you have a pup to be featured ๐Ÿพ email us at katelyn@thewisergroup.com
Hello, February! โ„๏ธYou know what that means! ๐Ÿ“š Check out our February Book of the Month, Presidents of War by Micheal Beschloss. Ready to Order, or check out at your local Portage Public Library http://bit.ly/BookoftheMonth2021๐Ÿ“–
We would like to wish a very Happy Belated Birthday to Senior Financial Advisor, Nick Messer! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ We hope you had a wonderful birthday over the weekend! Join us in Wishing Nick a Happy Belated Birthday! http://bit.ly/HBNickMesser ๐ŸŽ‚
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday! We hope you are enjoying this snowy weather more than Lewy enjoying bath time! โ„๐Ÿ›€๐Ÿงผ We can't get enough of this cute pup, Denise Garten! Have a Great Weekend! If you take some snowy photos of your pup this weekend, share them with us at katelyn@thewisergroup.com๐Ÿพ
Happy Belated Birthday to Mary Beth Depue, Client Relations Specialist! Mary Beth celebrated her birthday this past weekend on Valentine's Day! <3 We hope you had a Wonderful Wintery Birthday, Mary Beth! โ„๏ธโ˜ƒ๏ธ๐Ÿ’˜ We LOVE working with you!
TGIF ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday from our Cozy Cuddler, Buddy! Congrats to Buddy! Buddy was recently adopted to his forever home! Buddy's Brother, Astro is at Bark's 5th Avenue, if you know of someone who is in need of a four-legged furry friend ๐Ÿพ๐Ÿ’™ We hope you have a Wonderful Weekend! If you have a furry photo to feature, don't forget to submit it to katelyn@thewisergroup.com.
We would like to wish a very Happy Belated Birthday to Senior Financial Advisor, Nick Messer! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ We hope you had a wonderful birthday over the weekend! Join us in Wishing Nick a Happy Belated Birthday! http://bit.ly/HBNickMesser ๐ŸŽ‚
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday! We hope you are enjoying this snowy weather more than Lewy enjoying bath time! โ„๐Ÿ›€๐Ÿงผ We can't get enough of this cute pup, Denise Garten! Have a Great Weekend! If you take some snowy photos of your pup this weekend, share them with us at katelyn@thewisergroup.com๐Ÿพ
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday, Friends! We hope you had a Top-Notch week, like Posey!! "Princess" Posey celebrated her 1st Birthday this week ๐ŸŽ‚We can only imagine how pretty her Aussie Doodle Puppies are going to be later this year ๐Ÿถ Cheers to the Weekend and another year around the sun, Posey! ๐Ÿป Thank you for sharing your puppy joy with us, Katie!
19 YEARS! Can you believe it? Today, we are THRILLED to Congratulate Client Relations Specialist, Sue Hickman on her 19th Wiser Anniversary with Wiser Financial๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Nearly two decades ago, Sue joined our team and since then she has continued to play a pivotal role at Wiser. Sue works alongside our newly promoted partner, Bryan Campbell, AND Sueโ€™s tech-savvy brain has made her our go-to-computer/phone/tech wizard for all things around the office. Thank you for keeping us all from malfunctioning all these years! ๐Ÿคฃ๐Ÿ’ป๐Ÿ“ž๐Ÿ“  Here's to many more! #19yearsandcounting
Happy Wiser Anniversary to Client Relations Specialist, Tracy Boekeloo! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Each year, Tracy continues to raise the bar of what it means to be a team player. Tracyโ€™s tenacity for wanting to find the most effective solutions for clients, colleagues, and for the company as a whole could not be more contagious to be around - even when working remotely! We could not be more grateful to have Tracy a part of our Wiser World! ๐ŸŒŽ
Happy Belated Birthday to Mary Beth Depue, Client Relations Specialist! Mary Beth celebrated her birthday this past weekend on Valentine's Day! <3 We hope you had a Wonderful Wintery Birthday, Mary Beth! โ„๏ธโ˜ƒ๏ธ๐Ÿ’˜ We LOVE working with you!
TGIF ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday from our Cozy Cuddler, Buddy! Congrats to Buddy! Buddy was recently adopted to his forever home! Buddy's Brother, Astro is at Bark's 5th Avenue, if you know of someone who is in need of a four-legged furry friend ๐Ÿพ๐Ÿ’™ We hope you have a Wonderful Weekend! If you have a furry photo to feature, don't forget to submit it to katelyn@thewisergroup.com.
You could say it has been a BIG YEAR for Senior Financial Advisor, Nick Messer! In 2020, we were so impressed with Nick's thoughtful and dedicated support in helping our Wiser Clients throughout the challenges of the pandemic. We are lucky to have you on our Wiser Team and as a Senior Financial Advisor! Happy Wiser Work Anniversary, Nick! http://bit.ly/NickMesser
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday, Friends! We hope you had a Top-Notch week, like Posey!! "Princess" Posey celebrated her 1st Birthday this week ๐ŸŽ‚We can only imagine how pretty her Aussie Doodle Puppies are going to be later this year ๐Ÿถ Cheers to the Weekend and another year around the sun, Posey! ๐Ÿป Thank you for sharing your puppy joy with us, Katie!
19 YEARS! Can you believe it? Today, we are THRILLED to Congratulate Client Relations Specialist, Sue Hickman on her 19th Wiser Anniversary with Wiser Financial๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Nearly two decades ago, Sue joined our team and since then she has continued to play a pivotal role at Wiser. Sue works alongside our newly promoted partner, Bryan Campbell, AND Sueโ€™s tech-savvy brain has made her our go-to-computer/phone/tech wizard for all things around the office. Thank you for keeping us all from malfunctioning all these years! ๐Ÿคฃ๐Ÿ’ป๐Ÿ“ž๐Ÿ“  Here's to many more! #19yearsandcounting
Happy Wiser Anniversary to Client Relations Specialist, Tracy Boekeloo! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Each year, Tracy continues to raise the bar of what it means to be a team player. Tracyโ€™s tenacity for wanting to find the most effective solutions for clients, colleagues, and for the company as a whole could not be more contagious to be around - even when working remotely! We could not be more grateful to have Tracy a part of our Wiser World! ๐ŸŒŽ
Happy Belated Birthday to Mary Beth Depue, Client Relations Specialist! Mary Beth celebrated her birthday this past weekend on Valentine's Day! <3 We hope you had a Wonderful Wintery Birthday, Mary Beth! โ„๏ธโ˜ƒ๏ธ๐Ÿ’˜ We LOVE working with you!
TGIF ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday from our Cozy Cuddler, Buddy! Congrats to Buddy! Buddy was recently adopted to his forever home! Buddy's Brother, Astro is at Bark's 5th Avenue, if you know of someone who is in need of a four-legged furry friend ๐Ÿพ๐Ÿ’™ We hope you have a Wonderful Weekend! If you have a furry photo to feature, don't forget to submit it to katelyn@thewisergroup.com.
You could say it has been a BIG YEAR for Senior Financial Advisor, Nick Messer! In 2020, we were so impressed with Nick's thoughtful and dedicated support in helping our Wiser Clients throughout the challenges of the pandemic. We are lucky to have you on our Wiser Team and as a Senior Financial Advisor! Happy Wiser Work Anniversary, Nick! http://bit.ly/NickMesser
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday, Friends! We hope you had a Top-Notch week, like Posey!! "Princess" Posey celebrated her 1st Birthday this week ๐ŸŽ‚We can only imagine how pretty her Aussie Doodle Puppies are going to be later this year ๐Ÿถ Cheers to the Weekend and another year around the sun, Posey! ๐Ÿป Thank you for sharing your puppy joy with us, Katie!
19 YEARS! Can you believe it? Today, we are THRILLED to Congratulate Client Relations Specialist, Sue Hickman on her 19th Wiser Anniversary with Wiser Financial๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Nearly two decades ago, Sue joined our team and since then she has continued to play a pivotal role at Wiser. Sue works alongside our newly promoted partner, Bryan Campbell, AND Sueโ€™s tech-savvy brain has made her our go-to-computer/phone/tech wizard for all things around the office. Thank you for keeping us all from malfunctioning all these years! ๐Ÿคฃ๐Ÿ’ป๐Ÿ“ž๐Ÿ“  Here's to many more! #19yearsandcounting
Happy Wiser Anniversary to Client Relations Specialist, Tracy Boekeloo! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Each year, Tracy continues to raise the bar of what it means to be a team player. Tracyโ€™s tenacity for wanting to find the most effective solutions for clients, colleagues, and for the company as a whole could not be more contagious to be around - even when working remotely! We could not be more grateful to have Tracy a part of our Wiser World! ๐ŸŒŽ
Happy Belated Birthday to Mary Beth Depue, Client Relations Specialist! Mary Beth celebrated her birthday this past weekend on Valentine's Day! <3 We hope you had a Wonderful Wintery Birthday, Mary Beth! โ„๏ธโ˜ƒ๏ธ๐Ÿ’˜ We LOVE working with you!
TGIF ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday from our Cozy Cuddler, Buddy! Congrats to Buddy! Buddy was recently adopted to his forever home! Buddy's Brother, Astro is at Bark's 5th Avenue, if you know of someone who is in need of a four-legged furry friend ๐Ÿพ๐Ÿ’™ We hope you have a Wonderful Weekend! If you have a furry photo to feature, don't forget to submit it to katelyn@thewisergroup.com.
You could say it has been a BIG YEAR for Senior Financial Advisor, Nick Messer! In 2020, we were so impressed with Nick's thoughtful and dedicated support in helping our Wiser Clients throughout the challenges of the pandemic. We are lucky to have you on our Wiser Team and as a Senior Financial Advisor! Happy Wiser Work Anniversary, Nick! http://bit.ly/NickMesser
One Year Ago ๐Ÿ•ฏ Tonight, March 10th, 8:00 - 9:00 PM, across the State of Michigan, we are joining our fellow neighbors to remember our family and friends, we have lost this past year by turning on our outside lights ๐Ÿ’›๐Ÿ“ฌ๐Ÿก We hope you will share your light to remember these Michiganders ๐Ÿ’› Michigan Department of Health and Human Services March 9 at 12:26 PM ยท Governor Gretchen Whitmer and Lt. Governor Garlin Gilchrist are marking the one-year anniversary of the first cases of COVID-19 being diagnosed in Michigan by asking all Michiganders to turn on the lights outside of their homes on Wednesday, March 10, from 8:00 PM to 9:00 PM, in remembrance of the Michiganders we have lost.
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday, Friends! We hope you had a Top-Notch week, like Posey!! "Princess" Posey celebrated her 1st Birthday this week ๐ŸŽ‚We can only imagine how pretty her Aussie Doodle Puppies are going to be later this year ๐Ÿถ Cheers to the Weekend and another year around the sun, Posey! ๐Ÿป Thank you for sharing your puppy joy with us, Katie!
19 YEARS! Can you believe it? Today, we are THRILLED to Congratulate Client Relations Specialist, Sue Hickman on her 19th Wiser Anniversary with Wiser Financial๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Nearly two decades ago, Sue joined our team and since then she has continued to play a pivotal role at Wiser. Sue works alongside our newly promoted partner, Bryan Campbell, AND Sueโ€™s tech-savvy brain has made her our go-to-computer/phone/tech wizard for all things around the office. Thank you for keeping us all from malfunctioning all these years! ๐Ÿคฃ๐Ÿ’ป๐Ÿ“ž๐Ÿ“  Here's to many more! #19yearsandcounting
Happy Wiser Anniversary to Client Relations Specialist, Tracy Boekeloo! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Each year, Tracy continues to raise the bar of what it means to be a team player. Tracyโ€™s tenacity for wanting to find the most effective solutions for clients, colleagues, and for the company as a whole could not be more contagious to be around - even when working remotely! We could not be more grateful to have Tracy a part of our Wiser World! ๐ŸŒŽ
Happy Belated Birthday to Mary Beth Depue, Client Relations Specialist! Mary Beth celebrated her birthday this past weekend on Valentine's Day! <3 We hope you had a Wonderful Wintery Birthday, Mary Beth! โ„๏ธโ˜ƒ๏ธ๐Ÿ’˜ We LOVE working with you!
TGIF ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday from our Cozy Cuddler, Buddy! Congrats to Buddy! Buddy was recently adopted to his forever home! Buddy's Brother, Astro is at Bark's 5th Avenue, if you know of someone who is in need of a four-legged furry friend ๐Ÿพ๐Ÿ’™ We hope you have a Wonderful Weekend! If you have a furry photo to feature, don't forget to submit it to katelyn@thewisergroup.com.
How Can you Expect the Unexpected? Plan for It. After a recent family event, Wiserโ€™s Managing Partner, Wesley Lentz, gives some of his most heartfelt and meaningful advice on the Wiser Financial Blog, and how the act of planning can make a world of difference: https://bit.ly/WiserPlansforMore
One Year Ago ๐Ÿ•ฏ Tonight, March 10th, 8:00 - 9:00 PM, across the State of Michigan, we are joining our fellow neighbors to remember our family and friends, we have lost this past year by turning on our outside lights ๐Ÿ’›๐Ÿ“ฌ๐Ÿก We hope you will share your light to remember these Michiganders ๐Ÿ’› Michigan Department of Health and Human Services March 9 at 1:26 PM ยท Governor Gretchen Whitmer and Lt. Governor Garlin Gilchrist are marking the one-year anniversary of the first cases of COVID-19 being diagnosed in Michigan by asking all Michiganders to turn on the lights outside of their homes on Wednesday, March 10, from 8:00 PM to 9:00 PM, in remembrance of the Michiganders we have lost.
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday, Friends! We hope you had a Top-Notch week, like Posey!! "Princess" Posey celebrated her 1st Birthday this week ๐ŸŽ‚We can only imagine how pretty her Aussie Doodle Puppies are going to be later this year ๐Ÿถ Cheers to the Weekend and another year around the sun, Posey! ๐Ÿป Thank you for sharing your puppy joy with us, Katie!
19 YEARS! Can you believe it? Today, we are THRILLED to Congratulate Client Relations Specialist, Sue Hickman on her 19th Wiser Anniversary with Wiser Financial๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Nearly two decades ago, Sue joined our team and since then she has continued to play a pivotal role at Wiser. Sue works alongside our newly promoted partner, Bryan Campbell, AND Sueโ€™s tech-savvy brain has made her our go-to-computer/phone/tech wizard for all things around the office. Thank you for keeping us all from malfunctioning all these years! ๐Ÿคฃ๐Ÿ’ป๐Ÿ“ž๐Ÿ“  Here's to many more! #19yearsandcounting
Happy Wiser Anniversary to Client Relations Specialist, Tracy Boekeloo! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Each year, Tracy continues to raise the bar of what it means to be a team player. Tracyโ€™s tenacity for wanting to find the most effective solutions for clients, colleagues, and for the company as a whole could not be more contagious to be around - even when working remotely! We could not be more grateful to have Tracy a part of our Wiser World! ๐ŸŒŽ
Happy Belated Birthday to Mary Beth Depue, Client Relations Specialist! Mary Beth celebrated her birthday this past weekend on Valentine's Day! <3 We hope you had a Wonderful Wintery Birthday, Mary Beth! โ„๏ธโ˜ƒ๏ธ๐Ÿ’˜ We LOVE working with you!
We would like to wish a very Happy Birthday to Karen Brown, Client Relations Specialist! We hope you have a fabulous birthday today! Join us in wishing Karen a very Happy Birthday, Today! ๐Ÿฅณ
It's a BIG week for Wiser Celebrations! First up, we would like to wish a Happy Belated Birthday to Kristi Nash, Client Relations Specialist, who celebrated her birthday this past weekend! Join us in wishing Kristi a very Happy Belated Birthday!! ๐Ÿฅณ
What a Wise Leprechaun! Happy St. Patrick's Day! ๐Ÿ€
How Can you Expect the Unexpected? Plan for It. After a recent family event, Wiserโ€™s Managing Partner, Wesley Lentz, gives some of his most heartfelt and meaningful advice on the Wiser Financial Blog, and how the act of planning can make a world of difference: https://bit.ly/WiserPlansforMore
One Year Ago ๐Ÿ•ฏ Tonight, March 10th, 8:00 - 9:00 PM, across the State of Michigan, we are joining our fellow neighbors to remember our family and friends, we have lost this past year by turning on our outside lights ๐Ÿ’›๐Ÿ“ฌ๐Ÿก We hope you will share your light to remember these Michiganders ๐Ÿ’› Michigan Department of Health and Human Services March 9 at 1:26 PM ยท Governor Gretchen Whitmer and Lt. Governor Garlin Gilchrist are marking the one-year anniversary of the first cases of COVID-19 being diagnosed in Michigan by asking all Michiganders to turn on the lights outside of their homes on Wednesday, March 10, from 8:00 PM to 9:00 PM, in remembrance of the Michiganders we have lost.
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday, Friends! We hope you had a Top-Notch week, like Posey!! "Princess" Posey celebrated her 1st Birthday this week ๐ŸŽ‚We can only imagine how pretty her Aussie Doodle Puppies are going to be later this year ๐Ÿถ Cheers to the Weekend and another year around the sun, Posey! ๐Ÿป Thank you for sharing your puppy joy with us, Katie!
We would like to wish a very Happy Birthday to Karen Brown, Client Relations Specialist! We hope you have a fabulous birthday today! Join us in wishing Karen a very Happy Birthday, Today! ๐Ÿฅณ
It's a BIG week for Wiser Celebrations! First up, we would like to wish a Happy Belated Birthday to Kristi Nash, Client Relations Specialist, who celebrated her birthday this past weekend! Join us in wishing Kristi a very Happy Belated Birthday!! ๐Ÿฅณ
What a Wise Leprechaun! Happy St. Patrick's Day! ๐Ÿ€
How Can you Expect the Unexpected? Plan for It. After a recent family event, Wiserโ€™s Managing Partner, Wesley Lentz, gives some of his most heartfelt and meaningful advice on the Wiser Financial Blog, and how the act of planning can make a world of difference: https://bit.ly/WiserPlansforMore
One Year Ago ๐Ÿ•ฏ Tonight, March 10th, 8:00 - 9:00 PM, across the State of Michigan, we are joining our fellow neighbors to remember our family and friends, we have lost this past year by turning on our outside lights ๐Ÿ’›๐Ÿ“ฌ๐Ÿก We hope you will share your light to remember these Michiganders ๐Ÿ’› Michigan Department of Health and Human Services March 9 at 11:26 AM ยท Governor Gretchen Whitmer and Lt. Governor Garlin Gilchrist are marking the one-year anniversary of the first cases of COVID-19 being diagnosed in Michigan by asking all Michiganders to turn on the lights outside of their homes on Wednesday, March 10, from 8:00 PM to 9:00 PM, in remembrance of the Michiganders we have lost.
TGIF!!! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ Happy Furry Friday, Friends! We hope you had a Top-Notch week, like Posey!! "Princess" Posey celebrated her 1st Birthday this week ๐ŸŽ‚We can only imagine how pretty her Aussie Doodle Puppies are going to be later this year ๐Ÿถ Cheers to the Weekend and another year around the sun, Posey! ๐Ÿป Thank you for sharing your puppy joy with us, Katie!

Information

Company name
The Wiser Financial Group
Category
Business Consulting and Services

FAQs

  • What is the phone number for The Wiser Financial Group in Kalamazoo MI?
    You can reach them at: 800-292-1472. Itโ€™s best to call The Wiser Financial Group during business hours.
  • What is the address for The Wiser Financial Group on stadium drive in Kalamazoo?
    The Wiser Financial Group is located at this address: 6100 Stadium Drive Kalamazoo, MI 49009.
  • What are The Wiser Financial Group(Kalamazoo, MI) store hours?
    The Wiser Financial Group store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.