InVestra Financial Services

InVestra Financial Services is a financial planner in Jacksonville, FL. The firm offers tailored strategies in financial planning, asset management, and estate planning to help clients achieve their goals. Specific services include building a tailored financial plan, retirement planning to ensure financial freedom, estate planning to preserve wealth for generations, fee-based asset management to align with client goals, and comprehensive risk management strategies. The team consists of experienced Wealth Managers, including Erin D. Eiras, CPFA, CEPA, who serves as Founder and Private Wealth Advisor, and Stephanie Vokral, CFP, AIF, CDFA, a Private Wealth Advisor. Other team members include Kevin Kelly, Victoria Hoch, and Natalie Barkley, CFP, an Insurance Specialist. The firm holds a rating of 5.00 based on customer reviews.

InVestra utilizes a client-centric, goals-based approach guided by milestones created with clients. The process is designed to identify unique needs, execute a tailored strategy, and monitor progress to keep clients on course. The discovery phase involves discussing family, hobbies, community, work, and life experiences to gain a deep understanding of the client's financial situation. The planning phase assesses the unique situation, gauges current status relative to goals, and prepares an analysis of finances to develop customized strategies. The firm provides access to extensive research and a wide range of tools and resources through its backing by LPL Financial, which does not promote proprietary products. This structure allows the firm to provide well-informed financial advice and investment suggestions. InVestra also operates a Carolina Region office in Columbia, SC.

The Jacksonville location is situated at 1431 Riverplace Blvd #910. It is located on Riverplace Boulevard, about a tenth of a mile from the Riverplace train station and Saint Johns Park. A memorial associated with Jacksonville history is also located about a tenth of a mile away. Prudential Drive is about a second of a mile from the office.

The firm is known for a positive rating from the customers who have reviewed it. InVestra Financial Services serves as a financial planner in Jacksonville, FL, offering personalized wealth management and planning services.

Services:

• Asset Management
• Estate Planning
• Financial Planning
• Retirement Planning
• Risk Management