We are an Investment Advisory firm that goes beyond the numbers to deliver our clients a level of service, care, and advice that can’t be matched. We strive to discover what motivates each client to determine what they want to accomplish in their short and long-term goals. Then we work together to achieve those goals.
| Website | https://www.wiselyadvised.com/ |
| Employees | 5 (5 on RocketReach) |
| Founded | 2014 |
| Address | 10261 Calumet Ave Suite 104, Dyer, Indiana 46311, US |
| Phone | +1 219-214-1212 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Investment Advisory, Financial Planning, Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Investment Strategies, Financial Advisor, Investment Consulting, Wealth Preservation, Risk Management, Tax Planning, Financial Services, Long Term Investing, Retirement Solutions, Investment Solutions, Financial Guidance, Personal Finance, Asset Allocation, Securities |
| Competitors | Northwestern Mutual, TIAA, Thrivent, Wealthsimple, AdvisoryCloud, Betterment, Personal Capital, SmartAsset, Guideline, Facet +40 more (view full list) |
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Wisely Advised Questions
Tony Velasquez is the Founder and Managing Director of Wisely Advised.
5 people are employed at Wisely Advised.
Wisely Advised is based in Dyer, Indiana.
Top Wisely Advised Employees
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Tony Velasquez
Founder and Managing Director at Wisely Advised
Saint John, IN, US12 -
Ken Michaels
Financial Advisor at Wisely Advised
Crown Point, IN, US12 -
Maria Bushey
Director of Operations at Wisely Advised
Chicago, IL, US1 -
Christopher Deems
Certified Public Accountant at Wisely Advised
Saint John, IN, US34
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