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Wise Financial LLCFinancial advisor in Rotterdam, NY

Wise Financial LLC is a financial advisor at 30 Corporate Dr, Clifton Park, NY 12065, ranked #7 of 81 financial advisors in Rotterdam and rated 5.0 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rotterdam, NYUpdated 0 paid placements in any rankingHow we rank

Call (518) 584-5052Website ↗

Key facts

Key facts about Wise Financial LLC
Address30 Corporate Dr, Clifton Park, NY 12065, Rotterdam, NYGet directions
Phone(518) 584-5052
Websitewisefinancial.net
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Rotterdam and 10 towns within 25 miles: Cohoes, Latham, Watervliet, Troy, Schenectady, Roessleville, West Albany, Albany, Saratoga Springs and Amsterdam.

Based in Rotterdam, NYView on map

Opening hours

Opening hours for Wise Financial LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wise Financial LLC

How is Wise Financial LLC ranked in Rotterdam?

Wise Financial LLC is ranked #7 of 81 financial advisors in Rotterdam by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Wise Financial LLC’s hours?

Wise Financial LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wise Financial LLC serve?

Serves Rotterdam and 10 towns within 25 miles: Cohoes, Latham, Watervliet, Troy, Schenectady, Roessleville, West Albany, Albany, Saratoga Springs and Amsterdam. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wise Financial LLC?

Wise Financial LLC has a rating of 5.0 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wise Financial LLC?

Call Wise Financial LLC on (518) 584-5052. The business is at 30 Corporate Dr, Clifton Park, NY 12065, Rotterdam, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Wise Financial LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wise Financial LLC (this business)—695.0 (14)NoNo
Trustco Bank#5694.5 (35)YesNo10.5 mi
Barber Insurance and Real Estate Services LLC.#6695.0 (34)NoNo9.4 mi
Capable Wealth#8695.0 (52)——13.8 mi

See all 81 ranked financial advisors in Rotterdam