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June 2024 by Marylou Sobolewski
Tony is the absolute best and I feel so comfortable with him handling my life’s investments. He explains everything in layman terms so you can understand what he’s doing. He’s always quick to respond whenever you have concerns or questions. His assistant, Maria, is also wonderful to deal with and is a great addition to Wisely Advised. If you or anyone else are looking for an investment advisor, I would highly recommend that you set up a meet and great with Tony!
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December 2023 by Josh Janda
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!
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October 2023 by Rachel Veres
Awesome accountant. Answered all our questions and got our return done super quickly.
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August 2023 by Jeffrey H
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..
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March 2023 by klvandenberg
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.
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April 2022 by Mark Humpfer
After my first year as a small business owner tax season had creeped up on me so much faster than I thought it would. I reached out to Chris at Wisely Advised after having WAY more questions than answers and was blown away by the time and service he gave me from our initial phone call. He explained things to me in ways I was able to easily understand and has always been very responsive throughout every part of our dealings. I would not hesitate to recommend Wisely Advised!
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February 2022 by Nancy S.
Chris at Wisely Advised has been helping me by preparing several years worth of tax returns for as individual's estate that is in the probate process. While other CPAs told me to call them after I tracked down the needed records, Chris jumped in and was able to quickly obtain needed documentation from the IRS in order to prepare old tax returns. He is extremely knowledgeable, polite, professional and communicates the entire process with his customers. I highly recommend this company.
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May 2021 by Linda Armour
My experiences with Wisely Advised have been positive. My financial advisor has provided me with excellent service; he looks out for my best interests.
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October 2018 by Jackie Bittner
I have been partnering with Tony V. for many years now and trust his knowledge and industry experience to make the best decisions regarding my investments. He has an excellent response time if you have questions or concerns regarding your accounts and market trends.
He recently walked me and my husband through withdrawal options for first time home buyers, as well as calmed my nerves after a few bad market weeks. It is comforting to know that he understands when "life" happens, and works diligently to ensure we are in alignment at all times.
Plus, his website is easy to use, and I especially appreciate the weekly emails I receive so I can quickly spot check what's going on in the market.
I'd recommend Tony and Wisely Advised to anyone interested in planning their financial future. You won't be disappointed with the quality of service and care you receive.
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October 2018 by kristy tysse
Tony has been our trusting advisor for many years. He is quick to respond to any questions we may have and makes himself available if we ever request to meet in person. He takes the time to sit with us to review our personalized portfolios when needed. Tony will also review your current financial picture to ensure you’re managing your finances in the best possible way to make sure you are truly making the most of your hard-earned money. I would highly recommend the services offered by Wisely Advised.
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October 2018 by Henry Martinez
Mr Velasquez is a gentleman and a scholar. In the many years he has been handling my affairs, Mr Velasquez has maintained the highest level of professionalism and integrity. He truly is a master of his craft with extensive knowledge of the financial industry.
I will only trust Mr Velasquez and Wisely Advised with my financial future as they genuinely care about my long term success. Mr Velasquez also sends personalized yearly Christmas cards that our household looks forward to... That may not seem like much, but in today's world of automation and electronic communication, a personalized hand written gesture is refreshing.
I cannot recommend Tony Velasquez and Wisely advised enough. It was and continues to be the best financial decision of my life . Highly, highly recommended!!!
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October 2018 by Ryan Loser
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
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October 2018 by Kathleen Haggerty
I have been a client of Tony`s for over 5 years and highly recommend him. He is a pleasure to work with and is always available to answer any questions you may have. I have confidence that Tony is regularly monitoring my account and will get update emails from him when he thinks I should be doing something different.
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October 2018 by Michelle Hellesen
I trust Wisely Advised for my long term investments as well as my annual taxes.
Tony is always pushing me to make better decisions with my money and I trust him with my long term investments.
Chris always answers all of my questions when doing my taxes. His turn around time is incredible.
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October 2018 by Alicia Miller
Tony puts his heart into his business and as a client you feel it. He strives to help you come up with a plan that works for you and your family. I would recommend Wisely Advised to anyone I know!
