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  1. US
  2. FL
  3. Jacksonville
Camarda Wealth Advisory Group

Camarda Wealth Advisory Group

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4600 Touchton Rd bldg 100 suite 150, Jacksonville, FL 32246, USA Get Directions
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ABOUT   Services Excellence Summary

Camarda Wealth prides itself on our three pillars, which we believe to be the backbone of what helps us serve you with exceptional wealth management. We are family-oriented. It is not that we have family members in the firm you will work with, nor that we focus on families. We treat our clients as if they were our families, building trust and communicating often to help you achieve your financial goals. We are pleased you have never felt like you are just another number; that is something we take great pride in. We partner with private wealth clients as they live their lives and plan for the future. We aim to provide education and training. It is astounding that financial advisor licenses are so easy to get in a complex field when compared to medicine and law. Our firm has an adviser who holds a Master's Degree, Ph.D. in Financial Planning, EA and CFA tax expert, and is an IRS Enrolled Agent. We provide other services beyond investment management. Our capabilities include advanced trust and estate planning, retirement income modeling, and asset protection from financial predators.

 

SUMMARY   Reviews Summary

The reviews present a consistent pattern as Camarda Wealth Advisory Group has been described as reliable, trustworthy and secure. The support is highly responsive and caring, with numerous customers mentioning a "family feel" to their connection with Camarda. Investment advisors are also given high marks for a high level of support and are extremely dependant upon myself. The company's financial planning services are well regarded; many users. The critique even mentions the conflict between the financial advisor's prior experience and the company's conflict between what i wanted and what they wanted to do with my investment and it raised the question handelly and to there was never a time when one could not talk about these things that you wanted to talk to them about as there wasn't any limitations to that. This level of openness and clarity during the decision-making process has been appreciated by numerous clients over the years. Based on existing customer reviews and recommendations, Camarda Wealth Advisory Group is clearly a company you can trust with your assets.

 

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Pros & Cons

PROS
recommend (1)
very professiona ... (1)
good communicati ... (1)
very happy (1)
quick response (1)
Camarda Wealth Advisory Group Reviews: 11. Average Rating: 5.0
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