IF
InVestra Financial Services
Empowering your financial future with expert guidance and personalized strategies.
5
Business
$$$
Empowering your financial future with expert guidance and personalized strategies.
InVestra Financial Services is a premier financial consulting firm located in Jacksonville, FL, dedicated to helping individuals and businesses achieve their financial goals. With a perfect 5/5 rating from satisfied clients, InVestra offers tailored advice, investment planning, and wealth management solutions. The team combines deep industry expertise with a client-centric approach to deliver reliable and innovative financial services that build long-term success and security.
No photos available
Personalized strategies for building and managing investment portfolios to maximize returns.
Comprehensive planning to secure a comfortable and financially stable retirement.
Holistic services for preserving and growing assets through tailored financial solutions.
Expert advice on budgeting, debt management, and financial goal-setting for individuals and businesses.
Guidance on wills, trusts, and legacy planning to protect and transfer wealth effectively.
Overall rating
Sandy Holdren
I have enjoyed and appreciated working with Erin Eiras for the last 23 years. She has the knowledge and expertise that all financial professionals need but many do not have. I trust her implicitly with my investments & all the advice she gives me. Thank you again, Erin, for all that you do for me.
Brent Dennis
michele stockton
Erin is very professional, if you want to invest in your future she is the best in the business.
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.
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. She's a 10 star to me!
Emily Carmichael
Claim InVestra Financial Services to update business info, respond to reviews, and access analytics.
