R.B. Wiser & Associates Financial Planning
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Ron Wiser
 Ronald B. Wiser, CFP®, CLU, ChFC
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About Us

R.B. Wiser & Associates, LLC is a Kalamazoo, Michigan-based financial planning* firm established in 1960. As Kalamazoo's oldest and largest financial planning* firm, more than 3,000 individuals, businesses and organizations have trusted their financial future to the experienced team at R.B. Wiser & Associates. We provide our clients with exceptional financial planning* advice and the personal attention they deserve.

Our seasoned team of professionals includes Chartered Financial Consultants and Certified Financial Planner professionals supported by a highly competent and responsive staff. Our management team is made up of business professionals including a CPA and an attorney.

We offer a variety of financial planning* and management services including:

  • Money Management
  • Retirement Plans
  • 401 (k) planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Estate Planning
  • Tax Reduction Strategies
  • College Planning
  • 403 (b) Planning
  • Life Insurance
  • Disability Income Insurance
  • Long Term Insurance

Wiser Podcasts
Wisely Speaking
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Weekly Radio Show
Stock Watch
Dow 12,745.88
-120.90
Down
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NASDAQ 2,445.52
-5.72
Down
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S&P 500 1,388.28
-9.40
Down
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As of 5-12-2008 2:31am

Disclaimer

Licensing
Individuals with Wiser & Associates are licensed in the following states. View our legal notice for additional information.

AL
AZ
CA
CO
FL
GA
HI
IL
IA
IN
KS
KY
LA
MD
MI
MN
MS
NV
NC
NJ
NY
OH
OK
OR
PA
SC
TN
TX
VA
WA
WI
WY
R.B. Wiser & Associates   : :   6100 Stadium Drive   : :   Kalamazoo MI 49009   : :   (800) 292-1472   : :   (269) 372-1430
Email RBW&A    : :    Privacy Policy    : :    Legal Notice    : :    Disclaimers
*Individuals with Wiser & Associates are Registered Representatives and Investment Advisor Representatives with and securities and investment advisory services offered through InterSecurities, Inc. member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through InterSecurities, Inc.