InVestra Financial Services - Jacksonville (FL)

5 /5 Barry Higginbotham: InVestra has been handling my familys finances for quite some time. I couldnt be happier with the results and communication. I highly recommended their services!

5 /5 Patrick Back: Erin is personable, sincere, ethical and knowledgeable. We had several in person meetings with comprehensive goal-based planning. The fees were disclosed clearly and up-front; risks and tax consequences were reviewed; investments were initiated; an LTC contract for my wife and I was explained and signed; our estate planning (with international beneficiaries) was restated; our home-vehicle-umbrella policies were upgraded; and most importantly for us, the whole perspective of retirement and its realistic income was planned. Erin has an holistic approach which combines these life management components into a clear lifestyle plan. Erin is brilliant and her work at Investra is extra-ordinary.

5 /5 Anne Holz: We’ve been with them for many years. The owner and staff provide exemplary service. More than that, we trust Investra to do the right thing for us, to provide meaningful advice. Our financial security in retirement is largely attributable to Investra. I can’t think of a company of any size that I trust and rely on more than Investra.

5 /5 Eddy Burgess: Erin has been our financial advisor since her early days when she was with another firm (over 20 years ago)! We are fortunate to have Erin as our advisor. She handles everything, and , as we approach retirement age, she knows how to help us figure out a complicated picture that lies ahead. Please know that this review is from the bottom of my heart, and I know Erin will take care of your needs. Shes a 10 star to me!

5 /5 Laran Phelps: First class company. Tremendous financial experts who are deeply knowledgeable and sincerely engaging as well as a courteous, detail-oriented support staff. Highly recommend!