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The Whisler Agency logo — Your Values. Your Retirement. Our Focus.

The Whisler Agency

Your Values. Your Retirement. Our Focus.

Founded 2004 United States Peoria, United States 3 employees Financial Services, Insurance +1

General Information

Company Name The Whisler Agency
Founded Year 2004
Location United States Peoria, United States +1
Employees 3
Industries Financial Services, Insurance, Life insurance
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About The Whisler Agency

The Whisler Agency is committed to helping individuals transition successfully into retirement through planning, education, and experienced advice. The company specializes in guiding clients through the Distribution Phase of Life (Retirement) and addressing the five major risks in retirement. The Whisler Agency also provides education and information to enable clients to make informed decisions for their retirement plan. Founded in 2004, the company operates in the financial services, insurance, and life insurance industries. The Whisler Agency offers investment advisory and financial planning services through Simplicity Wealth, LLC, a SEC Registered Investment Advisor, and subadvisory services through Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Additionally, the company provides insurance, consulting, and education services. Notably, The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions. It is important to note that The Whisler Agency abides by regulatory guidelines, evident in its adherence to IRS Circular 230, which outlines the limitations of the strategies discussed and encourages clients to consult their personal tax advisor or attorney. The company also outlines its compliance with SEC and state securities regulations, particularly emphasizing the prohibition of testimonials and the swift removal of any non-compliant postings on its LinkedIn page. Overall, with a focus on guiding individuals through the complexities of retirement planning, The Whisler Agency presents itself as a comprehensive and compliant player in the financial and retirement planning space.

Taxonomy: Retirement Planning, Financial Advisory, Wealth Management, Pension Maximization, Medicare Education, Social Security Maximization, Elder Care Planning, Tax Mitigation, Financial Education, Investment Advisory, Subadvisory Services

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The Whisler Agency Alternatives & Competitors

The Whisler Agency vs
Horizon Financial Services, LLC
Horizon Financial Services, LLC United States

Fiduciary advisors

9 employees
Financial Services, Wealth Management
The Whisler Agency vs
Goheen Insurance: A Simplicity Company
Goheen Insurance: A Simplicity Company United States

We advise clients on how to preserve and grow wealth through proven, creative and strategic life and...

7 employees
Finance, Financial Services
The Whisler Agency vs
GDS Wealth Management
GDS Wealth Management United States

Your Team. Your Plan. Your Future.

26 employees
Finance, Financial Services

FAQ About The Whisler Agency

Your Values. Your Retirement. Our Focus.
The Whisler Agency was founded in 2004.
The Whisler Agency is headquartered in Peoria, United States.
The Whisler Agency operates in the following industries: Financial Services, Insurance, Life insurance.
The Whisler Agency has approximately 3 employees.
Top alternatives and competitors to The Whisler Agency include Horizon Financial Services, LLC, Goheen Insurance: A Simplicity Company, GDS Wealth Management, Foguth Financial Group, Mueller Financial Services, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
The Whisler Agency and Horizon Financial Services, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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