The Institute of Financial Wellness

6330 N. Andrews Avenue 10th Floor, 33301, Fort Lauderdale, United States
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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

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1

10.00%
About The Institute of Financial Wellness

The Institute of Financial Wellness is the first and most comprehensive multi-media network for financial education, resources, and services. In fulfilling our mission to help people “Get There” and live their best life, we deliver the following five unique value propositions: 1. The industry’s most engaging, informative, and objective financial education content 2. Clarity and confidence to help individuals make informed financial decisions 3. Access to the IFW Network of Financial Professionals for everything financial 4. Full implementation of effective, custom-tailored solutions for everyone’s unique needs 5. Ongoing guidance and support to ensure maximum financial success through every stage of life IFW offers five specific service tracks. Each service track is designed for specific stages of life and areas of concern. There are also specific webinars live and on-demand. Once you feel informed and educated you can schedule a meeting with an IFW financial professional to delve deeper into your personal situation, discuss potential solutions and strategies, and implement them should you choose.

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Jim C Manuel
GB

Dear IFW: THANKS FOR ALL YOU DO. Dear IFW: This testimony is to confirm the value I place on my association with IFW. I have managed several wire house firms as a Series 24, Commodities Branch Mgr. as series 31. I conduct classes for Ca, State Bar for Probate & Estate planning sections. For an in the field producer Your program is the BEST I have ever been associated with. Please keep up the GREAT work! Also, your team members are Great.

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Ryan Swearingen
GB

IFW has a very "client first"… IFW has a very "client first" mentality. They truly go out of their way to ensure that they provide the best possible service to clients and advisors alike. The platform of connecting clients to top notch advisors is second to none in the industry! If you are considering working with IFW, pull the trigger! It is one of the best decision I have ever made!!

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STACEY
GB

IFW is a wonderful organization for serious advisors! I've been a Financial Advisor for over 31 years and I have never before met such a well-organized and intelligent team of people. They have thought of everything an advisor could need to become successful. At the same time, these folks are so very down-to-earth, authentic, warm and communicative. They have hired a great team of the best of the best, who have each made me feel so welcome and made themselves so available to educate me and create a really great path for success. I feel so relieved that my business can finally grow, that I will receive the support I've been looking for, and that I can relax and actually enjoy working again. Much gratitude to IFW for their hard work to put together a great organization.

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Cheri H
GB

Great experience, great company My husband and I had spoken with several different financial advisors as we wanted to make sure we were investing with someone who genuinely cared about us. The IFW concierge and advisor we spoke with were both professional and kind. They made complicated matters easy to understand. It was a great experience overall.

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Carey
GB

No written review 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 prospective clients watch the presentation than just me as a prospective agent. Otherwise, I enjoyed the presentation. Carey "Mac" Hanna Aiken, SC

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