Name: Wismer Financial Services
Address: 2509 Kesslersville Rd, Easton, PA, 18040, US
Telephone: (610) 250-9996

I analyze facts, figures, and compare, then advise in easy-to-understand terms so you can make an educated, informed, and intelligent decision on the best plan for your needs and budget. All the information contained here is usually reviewed in person or over the phone making it easier to understand and to answer your question on the spot.

Thank you for taking your time to review the information. I explain and advise on Medicare/options so they are clear and easy to understand. My practice has been helping clients for over 40 years. The information provided educates you so you can make an intelligent and informed decision on Medicare/ Options.

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Rollover Services Report

The graph's illustrate how the 401K, IRA, Mutual Fund, CD and Annuity rollovers are guaranteed and immediate 20% income bonus and then 7.5% guaranteed years 2,3,4 & 5. This really helps the ridiculously low CD rates (now less than 1/2%). The bonus and guaranteed lifetime income cost's 1.05% a year.

Testimonials Report

Mr. Wismer rollover advise is very informative, helpful, and extremely valuable. Last June I received the 20% rollover bonus of over $30,000. This June on my 1st anniversary my 7.5% bonus is over $11,000 in addition to the S&P annuity option earnings of 9.72% this year for over $14,000.

Mr. Wismer's knowledge and advice were extremely helpful when I worked with him to rollover a 401k, 403b, and IRA into annuities with bonuses totaling over $21,000.I highly recommend him. I had a teamsters union pension and after reading several articles was very worried about my money. Mr. Wismer advised on rolling over my Charles Schwab IRA, 403 B Transamerica and part of my 401K which gave me a bonus over $16,000.

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