The Institute of Financial Wellness Reviews 288

Nice platform

Good, honest, safe information and options. Definitely worth a consultation.

Good answers to specific questions. Good detail, a good sign of things to come. I was able to connect to the hosts very well.

Appreciated the advice, the webinar was great!!

Today's session was very informative. Short but informative. I needed to know more about annuities income vs. growth. Peter explained it well.

Great education. The company is committed to educating and helping the public with our retirement needs. Always open to questions.

The IFW was great, they have some really helpful folks there who helped me with my finances

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.

Great seminar. Very informative and well-done. Thank you!

The IFW was so helpful. I learned so much from the seminars. I feel blessed by this connection.

I just meant with to get my retirement score it was a great experience.

A lot of items were explained to me in

All the men are true professionals and know their business.

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.

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!

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.

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.

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!!!

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