Ronald B. Wiser

Chairman Emeritus

 

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Bio

For more than 45 years, I have been a leader in the field of retirement planning, investment guidance and tax minimization. I am Chairman Emeritus of The Wiser Financial Group, a financial services firm. Ronald B. Wiser & Associates was founded in 1960 and today we are recognized as one of southwest Michigan's oldest and largest financial planning organizations. My goal is to gather all possible information from my clients and develop a customized program that meets each client's goals on a personal and professional level. My priority is to assist families in achieving their long-term goals and protect their future should an unexpected event occur.

Specialties

Retirement planning and estate planning with an emphasis on personal service to accommodate individual objectives.

Experience

Chairman Emeritus
The Wiser Financial Group | Financial Services Industry
2015 - Present

Financial Planner
The Wiser Financial Group | Financial Services Industry
1960 - 2015

Education

The American College
College for Financial Planning

Personal

Outside of the office I dedicate my time to serving on several Boards including: Kalamazoo Symphony Orchestra, Comm-PAC, National Association of Insurance and Financial Advisors (NAIFA), TFA Circle of Honor, and Old Harbor Inn. I am also a member of Southwest Michigan First. On a regular basis I track financial trends such as the Wall Street Journal, Barron's, Investors Business Daily, Kiplinger Tax Service, Investment News, and Forbes.

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