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The Institute of Financial Wellness Anmeldelser 288

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TrustScore 4.5 av 5

4,7

Medieselskap
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For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon

Se hva andre synes

Vurdert til 5 av 5 stjerner

The IFW Retirement Roadmap Experience helps my clients better understand how to properly balance their retirement assets. It really makes their decision making as easy as a two piece puzzle. The Math... Vis mer

Vurdert til 5 av 5 stjerner

In this crazy world we are living in, adding to your stress levels is how you are going to survive and thrive in retirement. The Retirement Plan from IFW provides the clarity to see how your current p... Vis mer

Vurdert til 5 av 5 stjerner

No written review. The questions being asked seemed to me to be from prospective clients rather than agents. When I looked at the road map I think I would have appreciated the program more if I had... Vis mer

Vurdert til 5 av 5 stjerner

It is so refreshing to find an authentic, caring, and compassionate company whose mission of helping people in their financial journey, you can actually feel when you speak with them! They go way... Vis mer

Informasjon om virksomheten

  1. Medieselskap
  2. Finanskonsulent
  3. Økonomirådgiver

Om The Institute of Financial Wellness

Skrevet av virksomheten

The Institute of Financial Wellness (IFW) is the leading multi-media network dedicated to financial education, resources, and solutions—designed to help you live your best life in retirement. Our mission is to empower individuals with the knowledge, confidence, and tools to make smart financial decisions. At the heart of our approach is the proprietary IFW Retirement Score, a game-changing tool that helps you assess and optimize your financial future. As an SEC-registered fiduciary, we are committed to delivering the highest level of integrity, expertise, and personalized guidance through our five core pillars:

1️⃣ Engaging, Informative, and Objective Financial Education – The industry’s most dynamic and easy-to-understand financial content.

2️⃣ Clarity & Confidence – Empowering you to make informed financial decisions with certainty.

3️⃣ Exclusive Access to the IFW Network – A trusted community of independent & esteemed financial professionals to help with every aspect of your financial journey.

4️⃣ Personalized Solutions – Tailored strategies designed to meet your unique needs and goals.

5️⃣ Ongoing Support – Lifelong guidance to ensure financial success at every stage of life.

Kontaktopplysninger

4,7

Enestående

TrustScore 4.5 av 5

288 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Slik bruker virksomheten Trustpilot

Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.

Virksomhetene kan ikke betale for å skjule eller tilby belønning for anmeldelser på Trustpilot. Anmeldelser er meningene til individuelle brukere og ikke Trustpilot. Mer informasjon
Vurdert til 5 av 5 stjerner

Great education

Great education. The company is committed to educating and helping the public with our retirement needs. Always open to questions.

7. mars 2025
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

The IFW was great

The IFW was great! I love their webinars - super helpful financial advice and they give it over in a way that is easy to understand. Highly recommend.

5. mars 2025
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Erik is a fantastic advisor

Erik is a fantastic advisor. I've been working with him for a while and I can appreciate his dedication to ensure I get the best deal to achieve the goals I set forth at the beginning.

22. februar 2025
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Top notch advice

I’ve attended a couple of webinars and am currently working with an advisor. I feel a lot more confident about having enough money to live a comfortable retirement with all the adjustments we’re making to my portfolio. Highly recommend!

21. februar 2025
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

best retirement and financial resource…

best retirement and financial resource I have found yet. Highly recommend their webinars and make sure to get your retirement score too. best retirement and financial resource I have found yet. Highly recommend their webinars and make sure to get your retirement score too.

6. februar 2025
Anmeldelse skrevet uten oppfordring
Vurdert til 1 av 5 stjerner

BEWARE Financial Advisors think twice…

BEWARE Financial Advisors think twice before committing .
Lot of noise & sizzle regarding Software & Retirement Score. Nothing to show for it, as far as number of qualified appointments in 3 1/2 months and $12000.00 down the drain. Would have been better off buying qualified leads instead. People were driven to a webinar but the attendance was way below anyone's expectation, below 5%, some received a free book and provided email & tel no as a requirement for the free book still useless.
Totally disgusted and dissatisfied. I would not recommend it to anyone.

29. oktober 2024
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Incredible Company and Team

It is so refreshing to find an authentic, caring, and compassionate company whose mission of helping people in their financial journey, you can actually feel when you speak with them!

They go way above to understand your goals and needs and will let you know if they are a good fit.

Highly recommend them!!!

3. februar 2025
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

I attended a webinar and was very…

I attended a webinar and was very interested to discuss my retirement planning. I have been trying to do it on my own for years and finally realized I needed professional help. After speaking with Jack who was incredibly helpful, I was referred to Alan Williams to help me create my retirement plan. He was instrumental in helping me reposition my retirement assets to give me the income that I need and want in a few years when I retire. Alan is now helping one of my friends as well as my mom and stepdad plan for their retirement future as well. I'm very grateful to IFW for the information they provided me with and referring me to Alan

6. januar 2025
Anmeldelse skrevet uten oppfordring

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