Corey Paradowski
GBThe onboarding process was great The onboarding process was great, and the IFW team is greater. The team is easy to get a hold of and it goes at your pace. At no point was there a fire hose of information thrown at you where you're left wondering ugh ok where do we go from here. The roadmap software is straight forward and is going to be a great tool that I'm going to implement immediately. Skylar, Erik, Scott thank you for everything so far and I look forward to our successful future.
Ryan Swearingen
GBIFW has a very "client first"… IFW has a very "client first" mentality. They truly go out of their way to ensure that they provide the best possible service to clients and advisors alike. The platform of connecting clients to top notch advisors is second to none in the industry! If you are considering working with IFW, pull the trigger! It is one of the best decision I have ever made!!
Irving
GBWhat was that tax advantage option… What was that tax advantage option before HSA ? LQ ? Otherwise very good information. I am in need of good retirement planning and already collecting SS while working full - time, so yes, I need good tax strategy. I am planning on retiring this year.
Karen Robinson
GBGaining financial peace of mind I was introduced to IFW via their retirement webinar and investigated further after that excellent production. Then when I worked with one of their agents, I felt very well taken care of even though I approached annuities with trepidation. I felt heard, respected, and was not pushed in any way. I know I am in good hands with the very knowledge and kind members of the IFW team. Thank you.
LuAnn McKinney
GBEva Sussman is my advisor Eva Sussman is my advisor. He has guided me through the process of changing me from my other company. He was patient with me and guided me through completing the forms and returning them. My other company was under performing. I put my trust in IFW!