The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice. Success soon followed, not because we touted a novel idea; but rather we believed in the fundamentals of a timeless concept. Your advisor should work for you, not the carrier. Today, the WizdomOne Group includes:WizdomFinancial Advisors LLC – a private wealth management firmWizdomTree Benefit Solutions Inc. - an all-inclusive and innovative employee benefits firm WizdomTower Risk LLC - a full-service insurance agency focusing on personal property & casualty insurance needs WizdomCare Senior Solutions - a full-service Medicare plans agencyAt the WizdomOne Group we could also place emphasis on our years of experience and try to impress you with our affluent client base. Of course we could…but what would that have to do with what is truly important to you? It really would not be wize. 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.By partnering with talented individuals, the WizdomOne Group empowers our team of professionals to succeed as trusted advisors for you, our client. Backed by the full resources and strength of our family of companies, our knowledgeable advisors are equipped to provide the full spectrum of services our companies have to offer. Whatever your particular needs may be, your WizdomOne Group Advisor is at the helm of your entire relationship and is accountable to the President of our organizations for your complete satisfaction. This assures you remain in constant contact with your advisor. A real person whose name you know and whose expertise you value and trust"Plan Smart. Live Wize"All Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Advisor is a Registered Representative of The Investment Center, Inc. WizdomOne Group and WizdomFinancial Advisors LLC are not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. WizdomOne Group is a holding company for WizdomFinancial Advisors LLC, WizdomTree Benefit Solutions Inc., WizdomTower Risk LLC, and WizdomCare Senior Solutions LLC. Services provided though WizdomTree Benefit Solutions, Inc., WizdomTower Risk LLC, and WizdomCare Senior Solutions LLC are conducted independent of The Investment Center, Inc. and IC Advisory Services, Inc. According, The Investment Center and IC Advisory Services assume no responsibility for any advice or services provided to you by these entities.The use of the "Connect" feature when establishing a connection with WizdomOne Group should not be considered a positive reflection of the investment advisory services offered by WizdomOne Group. Visitors to this page must avoid posting positive reviews of their experiences with WizdomOne Group or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of WizdomOne Group.

Website: wizdomfinancial.com

Employees: 5 - 9

HQ: 877-949-3661

Location: Islandia, NY, US

Revenue: Not Available