The Institute of Financial Wellness Anmeldelser 

288
•
TrustScore 4.5 av 5

4,7

Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon

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. også i
  3. Finanskonsulent
  4. 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

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1 stjerne

Ingen tidligere historie av å be om anmeldelser

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4,7

Alle anmeldelser

(288)

1 anmeldelse i de siste 12 månedene

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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

They showed me everything with facts

They showed me everything with facts. This allowed me to trust every move I made with my money. They are very honest and talked to you like you were family to them. It's clear that their intentions are to help.

30. november 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

I attended the webinar after it had…

I attended the webinar after it had started, however, in that short time I learned a lot! It is obvious, that these gentlemen are very knowledgeable, and sincere about the retirement information they are sharing. I will definitely join the webinar again, from the beginning the next time, to gain even more valuable advice on retiring!

31. august 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Great opportunity to learn about retirement planning

Great opportunity to learn about how to prepare for retirement or to improve your strategy during your retirement. Sign up for the roadmap discussion with a professional. Beneficial information that will hopefully help you have enough money during retirement to live your best life.

30. august 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 2 av 5 stjerner

This company wouldn't be my choice.....

I've been/seen several of these seminars and this one was the worst one by far. I would rate these one 2 stars. The main presenter talked very fast. They sounded like used car salesman looking only for the folks with huge savings- based on the figures presented in their examples on the slides presented and responses to those who wrote in with questions. Bring your multi-millions to them and they will be happy to help you. Who wouldn't? To be honest, their presentation was a turned off. Thoroughly disappointed.

25. august 2022
Anmeldelse skrevet uten oppfordring
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Svar fra The Institute of Financial Wellness

We are sorry you feel that way. Actually, we have programs and services for all people no matter what income or asset level. We are happy to hear more about your unique situation and help any way we can. We have other programs and resource partners that may be able to help.

Vurdert til 5 av 5 stjerner

This IFW financial advisor group is…

This IFW financial advisor group is wonderful!! The meeting was live! My internet connection wasn’t the best, but the building next door to me was being serviced and I think that’s why. REES was our chat room host and responded to EVERYONE’s technical issues and constantly reposted links so that participants could sign up for another meeting in case people came in late or missed parts of the presentation. Mind you this was a FREE seminar and the guest speakers MR SUSSMAN and SCOTT answered everyone’s questions!!! There were over 100 of us at this seminar so lots of Q&A. NO PRESSURE SALES , just straight up information and the possibilities of a better future. While I don’t doubt that there will be fees later on to work with an advisor, my 401k charges me a fee anyway, and the representative for my company is not as thorough as these gentlemen were… I am going to bring my 20s daughters to the next seminar!!!

17. august 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

The information given was illuminating…

The information given was illuminating and extremely important for me since I just hit the retirement years.
Thank you so much for the presentation
Looking forward to more informational workshops, seminars, etc.

Thanks again - Martha Acero

13. juli 2022
Anmeldelse skrevet uten oppfordring

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