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Investra Financial Services 3390-1 Kori Rd
Jacksonville, Florida 32257
United States
Phone: 904-880-7878
Toll Free: 855-880-7878
Fax: 904-880-7884
Visit Website: http://www.InVestraFinancial.com
| | | InVestra Financial Services |
InVestra Financial Services is a Independent Advisory Business working with high net worth clients. We can help you understand what your needs are and which of the thousands of products available on the open market will help you do just that.
Member Is Also Listed In These Categories
Adviser Investment Management
Stocks Bonds
Insurance Annuities
Financial Planning
Jacksonville, Florida Yellow Pages, White Pages
Detailed Description
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 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.
Brand Name Products Offered by Investra Financial Services
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Local Areas Served
Jacksonville, FL
Atlantic Beach Florida 32233
St. Augustine, FL
Jacksonville Beach, FL 32250
Ponte Vedra 32082
Amelia Island Florida
Yulee, FL 32097
Hours of Operation
Monday: Open 9:00 AM - Closed 5:00 PM
Tuesday: Open 9:00 AM - Closed 5:00 PM
Wednesday: Open 9:00 AM - Closed 5:00 PM
Thursday: Open 9:00 AM - Closed 5:00 PM
Friday: Open 9:00 AM - Closed 5:00 PM
Saturday: Closed
Sunday: Closed
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