InVestra Financial Services

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Getting there Starts with InVestra

General Info

Our InVestra team is made up exclusively of Veteran Financial Advisors and Wealth Management professionals. Unlike many other financial services companies, we do not utilize inexperienced advisors to manage your investments. Working on your portfolio to help you achieve your financial goals should not be a training experiment. Today’s financial environment can be challenging, the complexities of the financial realm are more in depth today than ever before. Individual investors are met with more decisions and implications than can possibly be individually managed efficiently. At InVestra Wealth Management, our Veteran Financial Representatives provide services such as: Financial PlanningAsset ManagementEstate PlanningTax PlanningRetirement PlanningInsurance and Risk ManagementBusiness Services InVestra considers your entire financial situation, how you live, your current concerns and your plans for the future; for both you and your family. InVestra Advisors then build a plan and a comprehensive program of services to support that plan so you can live life financially the way that you want to. With an extraordinary attention to detail to provide a comprehensive plan that serves your best, long-term interests.

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Extra Phones

Fax Line: (904) 880-7884

Services/Products

At InVestra Wealth Management, our Veteran Financial Representatives provide services such as: Financial PlanningAsset ManagementEstate PlanningTaxPlanningRetirement PlanningInsurance and Risk ManagementBusiness Services, Including Retirement Plans

Location

Located in North Mandarin at the traffic light of San Jose and Kori Road. Kori Road houses the Mandarin Library.

Accreditation

Independant Financial Partners

LPL Financial

Associations

Jacksonville Film Festival, Junior Achievement Girls Jacksonville, Colonial Dames, Ponte Vedra Cultural Center, Avant Garde Member Museum of Contemporary Art "MOCA", Professional Women of Jacksonville, Women of Holland & Knight Association, Independent Financial Advisor.

Other Link

Company Website

Categories

Investments, Financial Planning Consultants, Insurance, Investment Advisory Service, Stock & Bond Brokers

Reviews

Details

Phone: (904) 880-7878

Address: 3390 Kori Rd, Jacksonville, FL 32257

Website: Company Website