We built the WizdomOne Group Family of Companies for our clients believing in the fundamentals of one concept. Your advisor should work for you and your business, not just the insurance and investment companies.
As a result, over the years, we have been fortunate to work with a wonderful group of clients who have helped us build our family of companies into a boutique risk and investment management group of companies focused on the accumulation and protection of wealth for business owners, entrepreneurs, professionals, and executives.
WizdomOne Group Encompasses:
WizdomFinancial Advisors LLC - a private wealth management firm.
WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm.
WizdomCare Senior Solutions - a full-service Medicare plans agency
WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs.
WizdomOne Group believes in the fundamentals of a timeless concept. Your advisor should work for you, not the carrier. Our innate philosophy is a focus on you- the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.
Awesome customer service. Transparent, honest, and professional! They truly go above and beyond to do all they can for their customers!
Excellent service, very very happy client for many years! I highly recommend ANY of the Wizdom products and services. They will drop everything in order to please their clients.
I have been with them 5+ years and plan to stay with them forever. Everyone I have recommended to them have been more than satisfied and are recommending now to others!!!!
Out of five stars....I'll give 10!!!!!!! More...
If you're bothering to read this review, then like me, you care enough to patronize only the most professional team out there. Brian Eskin is not only polite, professional, and caring, he actually picks up the phone when you call!! More...
We have 50+ employees and use WizdomOne for health benefits and 401k. Always professional and outstanding service.