Testimonials

Here are two examples of how Marshall Wise has helped people transform their financial lives. We can do the same for you.

Robert Zeitlin

To whom it may concern,

It is my pleasure to be able to write a letter of testament for Marshall Wise, P.A. He has served as my financial advisor for the past 13 years. In doing so he has guided my investments and insurances to enable me a secure retirement. Mr. Wise has gotten to know my personal goals as well as my families. Over these years he has earned my confidence and trust in his recommendations that fit my needs.

Marshall Wise has been an important part of my financial life for the past dozen years. He is considered a friend, a confidant, and a respected professional. He is there for me whenever I call and is very approachable. Mr. Wise will always make the time to guide and recommend what he feels is in your best interest.

I have watched Marshall Wise grow with his profession over the years. Even before the economy has changed in our country Marshall's perspective on how investments should be made changed. He has advised me well and I feel comfortable knowing Marshal Wise is looking after me as well as my family's future financial goals.

Yours through education,


Robert Zeitlin
Hollywood Hills High School
Science Department Chair and Coach

Deborah McDade

February 19, 2008

Broward County School Board
600 SE Third Ave.
Fort Lauderdale, FL 33301

To Whom It May Concern:

I am writing this letter to acknowledge the exemplary service rendered to me by Mr. Marshall S. Wise, P.A., who has served as my personal Financial Adviser and Investments agent, as a representative of the Broward County School Board, since May 2007.

Mr. Wise was referred to me by a teaching colleague, who recommended him as being honest, forthright, very knowledgeable, and always accessible – always willing to go above and beyond to assist and to make arrangements for personal meetings that fit into his clients’ schedules. Since I have been working with Mr. Wise, I have certainly found all this to be true.

Mr. Wise has taken, what is for me, the very confusing topic of financial security and planning and has patiently simplified it into terms I can clearly understand and feel comfortable with. He has been extremely helpful in working with me to consolidate many small scattered accounts into a few very strong ones, and is currently assisting me with the planning for, and purchasing of, my first home. In this capacity, I am quite confident in procuring Mr. wise as my mortgage broker. In addition, he has recommended a real estate agent with whom he has partnered with for several years, and I am also very pleased, comfortable, and confident working with this agent as well.

I have never felt pressured or undervalued as a client of Mr. Wise. To the contrary, he goes out of his way to ensure that I completely understand all dealings which we discuss, their suitability for my personal circumstances, and that it is I who make all final decisions.

I have, and will continue to recommend Mr. Marshall S. Wise to anyone in need of any financial services, advice, or planning, and feel quite confident that he will continue to competently guide me as my personal circumstances and needs change well into the next decade (!).

Please recommend Mr. Wise to all your employees in need of financial advise – especially all first year teachers! I certainly wish I had the benefit of his guidance when I began my teaching career with the Broward County School District in 2003!

Sincerely,

Ms. Deborah L. McDade
Science Instructor at Monarch High School, Coconut Creek, Florida
Fort Lauderdale, Florida 33334