The Institute of Financial Wellness Recensioni 288

TrustScore 4.5 su 5

4,7

Anche se non controlliamo le affermazioni specifiche, trattandosi di opinioni personali, etichettiamo le recensioni come “Verificate” quando riusciamo a confermare che c'è stata un'interazione commerciale effettiva. Leggi di più

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Scopri cosa dicono le persone

Valutata 5 stelle su 5

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... Leggi di più

Valutata 5 stelle su 5

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... Leggi di più

Valutata 5 stelle su 5

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... Leggi di più

Valutata 5 stelle su 5

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... Leggi di più

Dettagli dell'azienda

  1. Impresa nel settore dei mass media
  2. Consulente finanziario
  3. Pianificatore finanziario

Informazioni su The Institute of Financial Wellness

Scritti dall'azienda

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.


Informazioni di contatto

4,7

Eccellente

TrustScore 4.5 su 5

288 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

Come questa azienda usa Trustpilot

Scopri come vengono raccolte, valutate e moderate le loro recensioni e valutazioni.

Su Trustpilot, le aziende non possono offrire incentivi o pagare per nascondere le recensioni. Le recensioni sono le opinioni dei singoli utenti e non di Trustpilot. Leggi di più

Valutata 5 stelle su 5

Great education

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

7 marzo 2025
Non scritta su invito
Valutata 5 stelle su 5

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 marzo 2025
Non scritta su invito
Valutata 5 stelle su 5

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 febbraio 2025
Non scritta su invito
Valutata 5 stelle su 5

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 febbraio 2025
Non scritta su invito
Valutata 5 stelle su 5

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 febbraio 2025
Non scritta su invito
Valutata 1 stelle su 5

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 ottobre 2024
Non scritta su invito
Valutata 5 stelle su 5

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 febbraio 2025
Non scritta su invito
Valutata 5 stelle su 5

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 gennaio 2025
Non scritta su invito

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