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      Details

      Getting there Starts with InVestra

      General Info

      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 PlanningAsset ManagementEstate PlanningTax PlanningRetirement PlanningInsurance and Risk ManagementBusiness 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.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 904-880-7878

      Fax Line - 904-880-7884

      Address:
      3390 Kori Rd Jacksonville, FL 32257
      Email:

      Link:

      Company Website

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      Categories
      Investments, Financial Planning Consultants, Insurance, Investment Advisory Service, Stock & Bond Brokers
      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.
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