R.B. Wiser & Associates Financial Planning
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There's a Wiser Way to Help Your Employees

R.B. Wiser & Associates offers employer-sponsored plans to enhance your existing pension and retirement programs. We offer small and medium-sized businesses the ability to supplement your current employee benefit programs with the following:

  • 401(k) Plans
  • Money Purchase Plans
  • 403(b) Plans
  • Simple IRA
  • SEP IRA
  • Financial Planning*

Financial Planning* As an Employee Benefit

This popular service allows you to recognize your most valuable employees and improve morale and productivity. From professional financial planning* to financial education and advice, the experienced professionals at R.B. Wiser & Associates can help you make a difference for your company's greatest asset - your employees.

To learn how R.B. Wiser & Associates can help you with employer plans, please call us at (800) 292-1472, (269) 372-1430 or complete the online contact form.


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Disclaimer

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

AL
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R.B. Wiser & Associates   ::   6100 Stadium Drive   ::   Kalamazoo MI 49009   ::   (800) 292-1472   ::   (269) 372-1430
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*Individuals with R.B. Wiser & Associates are Registered Representatives and Investment Advisor Representatives with and Securities and Investment Advisory Services offered through InterSecurities, Inc. (ISI), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through ISI. Neither ISI nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of ISI. LD22840-09/07