The Institute of Financial Wellness Omdömen 288

TrustScore 4.5 av 5

4,7

Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer

För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer

Det här tycker kunderna

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Företagsinformation

  1. Mediaföretag
  2. Ekonomisk rådgivning
  3. Finansiell planerare

Om The Institute of Financial Wellness

Skrivet av företaget

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.


Kontaktuppgifter

4,7

Utmärkt

TrustScore 4.5 av 5

288 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Så använder företaget Trustpilot

Se hur deras omdömen och betyg hämtas, betygsätts och modereras.

Företag på Trustpilot får inte erbjuda incitament eller betala för att dölja omdömen. Omdömen är enskilda användares åsikter och inte Trustpilots åsikter. Läs mer

Betygsatt 5 av 5 stjärnor

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
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 februari 2025
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 februari 2025
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 februari 2025
Omdöme utan inbjudan
Betygsatt 1 av 5 stjärnor

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
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 februari 2025
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 januari 2025
Omdöme utan inbjudan

Detta är Trustpilot

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