Camarda Wealth Advisory Group - Fleming Island (FL)

5 /5 Eric Higgs: I have enjoyed our transfer to Camarda. I have been welcomed and have had the opportunity to ask as many questions as I needed to make our choice to join Camarda a pleasant one. Raymond Bast is my point of contact and he has been phenomenal. Spending a great deal of time with him on the phone and emailing just to be sure my wife and I were completely satisfied and informed of all of the questions we had. I would highly recommend Camarda to anyone looking for a great team to handle their investments.

5 /5 Vicki Palombo: I have been with Camarda Wealth Advisory Group for over 25 years. My most recent advisor is Raymond Bast, and we are very comfortable and pleased with him. He is professional and personal, and really seems to get our situation. We are not afraid to ask questions or change our minds about things, but mostly we are just grateful to have someone looking out for us!

5 /5 Eleanor Waugh: We have been invested with Camarda for many years. Even though we have a small investment, the advisors always treat us personally, spending as much time as needed to explain their advisements, their suggestions and answer any questions. They are faithful to call us quarterly to review and make changes as needed and are available when needed between quarterly calls.We have been very pleased.

4 /5 Charles Frierson: We had a very good first face-to-face meeting with Anna. We covered the current state of economy and withdrawal strategies, our set of wills/trusts/health directives, Social Security withdraw strategy for my wife, ABLE and Roth IRA question for our adult child, and setting up a Roth IRA for our middle son. Anna had two takeaway things to look into, and we had a couple of follow-up activities. We will se how all of these follow-up items take place and lead to an even closer relationship going forward.

5 /5 john panico: I have been a client of Camarda Wealth for several years now after previously using financial advisors that I am sure you would recognize. Let’s start off with saying that Camarda is different. I mean that in a good way. What makes them different? For one, they listen to the goals and aspirations that my wife and I have and tailored a solution that makes us feel comfortable. If I have an issue, reaching out and getting a quick response is the norm. The response you get is not some rote reply. It is thoughtful and is truly based on my situation. Why? Because they have taken the time to sit down with me and ask. Not just about my financial goals (most firms at least ask that). But they wanted to have a full understanding of what we were trying to accomplish. So, the answers they provided were because they knew me. Unlike other financial advisors, I never have to chase them down for regular check-ins (which was a huge irritant with my last advisor). We can talk as often as I would want, but we always have a quarterly call to see not just how my investments have done (and they have done well), but if my situation has changed and if we need to make adjustments. And it isn’t just my advisor communicating, it is their whole team from the regular market update videos to did I get the last info they sent. We also like that they are basically a one stop shop. Whether it is Estate Planning, Risk Management, Tax Strategies, Camarda has it covered for you. And the things they don’t personally handle, they make sure they put you in capable hands. On top of that, they are your advocate to anyone they refer you to. What really stands out is if I go a different path, they will still review it with me to make sure that I have covered all of my bases. Who else does that? When it comes to your wealth management, it is important to have trust with the person you are working with. Lou Vrcelj has been a rock star in that regard. We didn’t know each other before we started and now, we have intimate knowledge of each other’s families. He is comprehensive in his knowledge, does his best to guide me through any pitfalls I may be about to enter and my wife and I feel he genuinely cares about my family’s outcome. Financial or otherwise. With that being said, I highly recommend Camarda Wealth. If they as good to your situation as they have been to mine, I know you will be happy.