InVestra Financial Services
3390 Kori Rd, Jacksonville, FL 32257
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 Planning
Asset Management
Estate Planning
Tax Planning
Retirement Planning
Insurance and Risk Management
Business 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.
More Business Info
Getting there Starts with InVestra
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - 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
- Categories
- Investments, Financial Planning Consultants, Insurance, Investment Advisory Service, Stock & Bond Brokers