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About Us

About Wiseside Financial & Insurance Solutions

Wiseside Financial & Insurance Solutions is a full-service financial company committed to helping entrepreneurs, individuals, and families achieve their financial goals. We offer tailored business financing, comprehensive life and health insurance solutions, and full-spectrum property and casualty protection.

5+

Years experiences

900+

Project completed

Wiseside, Inc.

Wiseside Incorporated was established in August 2020 in the State of New York during the height of the COVID‑19 lockdown. The company was founded with a focused mission: to provide multifaceted financial consulting expertise that would help businesses affected by the pandemic remain operational, rebuild, and ultimately thrive beyond the crisis. From the beginning, our work centered on financial empowerment at a time when stability and guidance were urgently needed.

As the economic landscape evolved, so did the needs of the communities and businesses we served. In 2024, we expanded our mission beyond pandemic‑related recovery and shifted toward supporting businesses and individuals more holistically. This strategic evolution led us to reorganize the company and broaden our services to address long‑term financial resilience and overall well‑being.

To reflect this expanded vision, we officially renamed the company Wiseside Financial and Insurance Solutions in 2024. Alongside this transformation, we introduced a comprehensive suite of services, including life insurance, health insurance, and P&C insurance, to ensure that the individuals and businesses we support have access to a true one‑stop financial sphere. Our goal is to meet their growing needs, protect their futures, and empower them to pursue lasting financial freedom.

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Wiseside Financial

Wiseside Financial is a licensed insurance agency domiciled in California. Insurance products and services are offered through licensed agents. Availability of products and services varies by state and is subject to the agent's licensing and appointment in the client's state. This website is for informational purposes only and does not constitute an offer of insurance or financing in any state where Wiseside Financial or its representative is not properly licensed. Financing is facilitated through third-party lenders; approvals, rates, and terms are determined by the lender and are not guaranteed.

QUICK LINKS

CONTACT INFORMATION

Main Office:

415 Mission Street, 37th Floor, San Francisco, CA 94105

Mailing address: 28 Geary Street, Ste 650, PMB 1352,

San Francisco, CA 94018

​Phone numbers:

Toll free: +1 800-801-4696 |

Direct line: +1 650-651-6448

Email: info@wisesidefinancial.com

Opening Time: On appointment only

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© 2020 - 2025 Wisewide Financial .   California Insurance License : # 6017112 ______

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