Irving
GBWhat was that tax advantage option… What was that tax advantage option before HSA ? LQ ? Otherwise very good information. I am in need of good retirement planning and already collecting SS while working full - time, so yes, I need good tax strategy. I am planning on retiring this year.
Chuck Nash
GBWorking with IFW has been great... Working with IFW has been great. They are constantly improving their processes and systems to give my clients a great consumer experience. At the same time, they provide advisors with the tools we need to succeed in our business.
LuAnn McKinney
GBEva Sussman is my advisor Eva Sussman is my advisor. He has guided me through the process of changing me from my other company. He was patient with me and guided me through completing the forms and returning them. My other company was under performing. I put my trust in IFW!
Corey Paradowski
GBThe onboarding process was great The onboarding process was great, and the IFW team is greater. The team is easy to get a hold of and it goes at your pace. At no point was there a fire hose of information thrown at you where you're left wondering ugh ok where do we go from here. The roadmap software is straight forward and is going to be a great tool that I'm going to implement immediately. Skylar, Erik, Scott thank you for everything so far and I look forward to our successful future.
Tony Geeck
GBRUN DON'T WALK AWAY RUN!!!! I have no idea where these people got my contact information. When asked they claimed Facebook, which was a lie, I divested myself of all things "suckerberg" years ago. They texted my mobile I blocked them, they email me I unsubscribed, then eventually had to block their email account. They started calling from different numbers to get around the "Blocks" THESE PEOPLE WILL JUST NOT GET THE MESSAGE. I WILL NOT DO BUSINESS WITH A SHADY COMPANY LIKE THIS ESPECIALLY CONCERNING FINANCIAL MATTERS.