Contact — Wise Financial Services

241 E Livingston Place, Metairie, LA 70005
PHONE: 504-220-0947

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC, to residents of : AL, AR, CA, CO, FL, GA, HI, ID, IL, IN, LA, MI, MO, MS, NC, NE, NM, NY, OH, PA, TN, TX, VA, and WA.

We are licensed to sell insurance products in the following states: AL, CO, FL, KS, LA, MS, NC, NJ, TN, TX, VA and WA.
Neither Cambridge Investment Research Advisors, Inc., nor its Representatives give tax or legal advice.
Cambridge Investment Research and Wise Financial Services are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with Cambridge Investment Research and are not sponsored or endorsed by Cambridge Investment Research.

Check the background of this firm on FINRA's BrokerageCheck.