Wisely Advised

"I set up an account with Wisely Advised about a year ago and I couldn’t be happier. Ken is my advisor and he has been a tremendous help since day 1. I’m very happy I went with Wisely Advised to invest!"

"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.."

"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."

"My wife and I have been clients of Tony Velasquez and Wisely Advised for many years. Tony is fantastic to work with, and his industry knowledge is very impressive! We know we can come to Tony for any kind of financial question, and he will respond immediately with solid advice that we know we can trust. He's always staying on top of current industry trends and updates us often. We sincerely appreciate that. Financial needs are highly personalized, and we feel strongly that Tony develops a plan that is customized to our needs, and our future. He also has an uncanny talent of turning something that is historically very confusing (finances, retirement solutions, benefits, etc.), and making it very easy to understand. We refer our friends and family to Tony and Wisely Advised often! Ryan and Annie"

"I have been a client of Tony Velasquez and Wisely Advised for many years. Tony always provides prompt, personal advice and service. He takes time to understand our personality and our goals for the future. We have been offered many avenues to add value to our portfolio with Tony's wise counsel, never feeling pressure to choose a product we didn't understand or want. Tony is very well educated and knowledgeable about the present market. He has shared much advice and seasoned counsel and I have always felt my trust is well placed with Wisely Advised."