IF
InVestra Financial Services
Donnez à votre avenir financier les moyens de réussir grâce à des conseils d'experts et à des stratégies personnalisées.
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Business
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Donnez à votre avenir financier les moyens de réussir grâce à des conseils d'experts et à des stratégies personnalisées.
InVestra Financial Services est un cabinet de conseil financier de premier plan situé à Jacksonville, Floride, dédié à aider les particuliers et les entreprises à atteindre leurs objectifs financiers. Doté d'une note parfaite de 5/5 attribuée par des clients satisfaits, InVestra propose des conseils personnalisés, la planification des investissements et des solutions de gestion de patrimoine. L'équipe allie une expertise approfondie du secteur à une approche centrée sur le client pour offrir des services financiers fiables et innovants qui favorisent le succès et la sécurité à long terme.
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Stratégies personnalisées pour créer et gérer des portefeuilles d'investissement afin de maximiser les rendements.
Planification complète pour assurer une retraite confortable et financièrement stable.
Services holistiques visant à préserver et accroître les actifs grâce à des solutions financières sur mesure.
Conseils d'experts en budgétisation, gestion de la dette et définition d'objectifs financiers pour les particuliers et les entreprises.
Conseils sur les testaments, les fiducies et la planification successorale afin de protéger et de transmettre efficacement le patrimoine.
Note globale
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
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