Wise Financial LLC - Clifton Park, New York
Address: 7 Executive Park Dr Suite C, Clifton Park, NY 12065.
Phone: 85845052.
Website: wisefinancial.net
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Wise Financial LLC
⏰ Open Hours of Wise Financial LLC
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
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"content": "
Introduction to Wise Financial LLC
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Wise Financial LLC stands as a dedicated financial advisory firm, strategically situated in Clifton Park, New York, at the address 7 Executive Park Dr Suite C. This location places them within a vibrant community, offering accessibility to clients seeking professional financial guidance. The firm operates with a clear focus on providing comprehensive financial planning services, aiming to empower individuals and families to secure their financial futures.
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Core Services and Specialties
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Financial Planning Expertise
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At the heart of Wise Financial LLC's offerings lies their expertise in financial planning. Their primary specialty is tailored to meet the unique needs of their clients, providing bespoke strategies that address long-term financial goals. This involves a thorough assessment of an individual's current financial status, identification of potential risks, and the development of actionable plans designed for sustainable growth and security. The firm's approach is deeply rooted in the belief that proactive financial management is the cornerstone of a stable future.
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Accessibility and Convenience
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Wise Financial LLC is committed to ensuring a seamless client experience, particularly for those who require accessibility accommodations. The physical office features a wheelchair accessible entrance, ensuring that mobility challenges do not hinder one's ability to seek financial advice. Complementing this is a wheelchair accessible parking lot, providing convenient access for clients arriving by vehicle. Inside, a wheelchair accessible restroom further underscores their commitment to inclusivity and comfort for all visitors.
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Furthermore, the firm emphasizes the importance of dedicated time for financial consultations. They strongly recommend scheduling appointments, which allows for a focused, in-depth discussion tailored to the client's specific circumstances. This practice ensures that clients receive the attention and personalized service they deserve when navigating complex financial decisions.
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Client Testimonials and Reputation
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Recognized Excellence
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Wise Financial LLC has cultivated a reputation for excellence, reflected in their significant standing online. They currently hold 14 reviews on Google My Business, a testament to their client engagement and service delivery. Notably, these reviews consistently praise the firm and its team members, with a glowing average rating of 5/5. This high score indicates a pattern of client satisfaction, reinforcing the quality and reliability of their services.
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Client Success Stories
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The positive feedback from clients often highlights the transformative impact of working with Wise Financial LLC. Many testimonials underscore the value of the personalized financial advice received, particularly from key personnel like Kyle Ohlidal. Clients frequently mention how the firm has equipped them with knowledgeable insights, practical strategies for savings, and a clear roadmap for achieving their financial objectives. The recurring theme is one of empowerment and foresight, with clients expressing profound satisfaction in their journey towards financial stability and growth.
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For instance, one review explicitly states that Wise Financial is highly recommended for setting oneself up for future success, both for oneself and one's children. The service provided, characterized by knowledgeable advice, achievable tips, and consistent follow-ups, is lauded as invaluable. The regular check-ins mentioned—every few months to twice a year—ensure that financial plans remain relevant and aligned with evolving goals, reinforcing a commitment to ongoing client care.
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Location and Contact Information
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Strategic Clifton Park Presence
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Located at 7 Executive Park Dr Suite C in Clifton Park, New York, Wise Financial LLC benefits from its position within a community that values professional services and quality of life. This strategic location makes them accessible to a diverse clientele seeking reliable financial guidance.
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Reaching Out to Wise Financial
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For those interested in establishing a relationship with Wise Financial LLC, the firm provides multiple avenues for contact. Their official website, accessible at www.wisefinancial.net, serves as a central hub for information regarding their services, team members, and potentially online resources. Alternatively, prospective clients can reach them directly by phone at 85845052. It is noteworthy that the firm operates with a preference for scheduled appointments, ensuring that each client interaction is thorough and attentive.
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Conclusion and Recommendations
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Wise Financial LLC presents itself as a professional and client-focused financial advisory service. Their commitment to accessibility, personalized planning, and evidenced client success positions them favorably for individuals and families seeking trustworthy financial guidance. For anyone looking to secure their financial future with expert planning, Wise Financial LLC offers a compelling proposition. We strongly recommend reaching out to them to explore how their tailored services can meet your specific needs.
",
"summary": "Wise Financial LLC is a highly-rated financial planning firm in Clifton Park, NY, offering personalized services with a 5/5 rating from 14 Google reviews.",
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👍 Reviews of Wise Financial LLC
