Excellent
Based on 273 reviews
The Institute of Financial Wellness4.7Honesty, pricing, process and quality scores appear once 5 customers have rated them.
The Institute of Financial Wellness (IFW) is the leading multi-media network dedicated to financial education, resources, and solutions—designed to help you live your best life in retirement. Our mission is to empower individuals with the knowledge, confidence, and tools to make smart financial decisions.At the heart of our approach is the proprietary IFW Retirement Score, a game-changing tool that helps you assess and optimize your financial future. As an SEC-registered fiduciary, we are committed to delivering the highest level of integrity, expertise, and personalized guidance through our five core pillars:1️⃣ Engaging, Informative, and Objective Financial Education – The industry’s most dynamic and easy-to-understand financial content.2️⃣ Clarity & Confidence – Empowering you to make informed financial decisions with certainty.3️⃣ Exclusive Access to the IFW Network – A trusted community of independent & esteemed financial professionals to help with every aspect of your financial journey.4️⃣ Personalized Solutions – Tailored strategies designed to meet your unique needs and goals.5️⃣ Ongoing Support – Lifelong guidance to ensure financial success at every stage of life.
The Institute of Financial Wellness (the-ifw.com) has 273 customer reviews on Folks Told, with an average rating of 4.7 out of 5.
273 approved reviews, newest moderated first
Alex
I attended the IFW workshop and was delighted by their insight on the retirement roadmap. Erik made it fun to learn about retirement through his relatable approach. It was really great to work with them on my families financial plan and feel confident about my future.
Eva
Jack was very friendly and patient with me. Kept me on track to conclude the business at hand. Personable and pleasant phone manner.
Kimberly B.
Jack was super cordial and friendly. He worked me into his schedule because of a confusing text message I sent him. We had to hurry through before his next call.
Bob G.
I watched the webinar last night and signed up for my custom Retirement Roadmap report. Jack called me promptly at noon today, took all my information and scheduled a future meeting with a financial advisor to go over the plan.
Dkk
Very personable, open and honest. Great attitude and good communicator
Christie D.
Very informative. Jack Murphy was great and very professional with explaining what IFW does. He answered my questions and helped me. Good experience! Christie D.
Sandy
Jack was pleasant to talk to and I felt comfortable talking to him. I tried to be prepared and have my accounts in order, but it would have been nice to have some kind of check list since there were questions I wasn’t expecting.
James
Courtney was extremely organized and professional. She was very thorough in her questions. When I didn’t understand or needed to collect my thoughts she was very patient. She also took the time to repeat the question if needed. Thank you!!
