The Institute of Financial Wellness Avis 288

TrustScore 4.5 sur 5

4,7

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus

Lisez les avis des autres

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

À propos de l'entreprise

  1. Société de presse
  2. Conseiller financier
  3. Planificateur financier

À propos de The Institute of Financial Wellness

Écrit par l'entreprise

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.


Coordonnées de contact

4,7

Excellent

TrustScore 4.5 sur 5

288 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Comment cette entreprise utilise Trustpilot

Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.

Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

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
Avis spontané
Noté 5 sur 5 étoiles

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
Avis spontané
Noté 5 sur 5 étoiles

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 février 2025
Avis spontané
Noté 5 sur 5 étoiles

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 février 2025
Avis spontané
Noté 5 sur 5 étoiles

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 février 2025
Avis spontané
Noté 1 sur 5 étoiles

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 octobre 2024
Avis spontané
Noté 5 sur 5 étoiles

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 février 2025
Avis spontané
Noté 5 sur 5 étoiles

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 janvier 2025
Avis spontané

L’expérience Trustpilot

Tout le monde peut écrire un avis Trustpilot. Les auteurs d'avis peuvent les modifier ou les supprimer à tout moment et les avis sont affichés tant que les comptes utilisateurs respectifs sont actifs.

Les entreprises peuvent utiliser nos invitations automatiques pour collecter des avis. Ils sont accompagnés du statut « Vérifié » pour indiquer qu'il s'agit d'expériences authentiques.

En savoir plus sur les différents types d'avis.

Nous avons des personnes dédiées et des technologies intelligentes pour nous aider à protéger notre plateforme. Découvrez comment nous combattons les faux avis.

En savoir plus sur le parcours des avis sur Trustpilot.

Voici 8 conseils pour écrire des avis de qualité.

La vérification permet de s'assurer que des personnes réelles écrivent les avis que vous lisez sur Trustpilot.

Offrir des incitatifs en échange d'avis ou demander des avis de manière sélective peut fausser le TrustScore, ce qui va à l'encontre de nos conditions d'utilisation.

En savoir plus