InVestra Financial Services Professional

General Information

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.

Opening Information

Location Description

Located in North Mandarin at the traffic light of San Jose and Kori Road. Kori Road houses the Mandarin Library.

Neighborhood(s)

Beauclerc, Southeast Jacksonville

Website: http://www.investrafinancial.com