Cheri H.
Posted
Fantastic resource
Helpful, insightful, and unparallelled customer service!!!

Excellent
273 reviews
The Institute of Financial Wellness (IFW) is the leading multi-media network dedicated to financial education, resources, and solutions—designed to help you live your best life in retirement. Our mission is to empower individuals with the knowledge, confidence, and tools to make smart financial decisions.At the heart of our approach is the proprietary IFW Retirement Score, a game-changing tool that helps you assess and optimize your financial future. As an SEC-registered fiduciary, we are committed to delivering the highest level of integrity, expertise, and personalized guidance through our five core pillars:1️⃣ Engaging, Informative, and Objective Financial Education – The industry’s most dynamic and easy-to-understand financial content.2️⃣ Clarity & Confidence – Empowering you to make informed financial decisions with certainty.3️⃣ Exclusive Access to the IFW Network – A trusted community of independent & esteemed financial professionals to help with every aspect of your financial journey.4️⃣ Personalized Solutions – Tailored strategies designed to meet your unique needs and goals.5️⃣ Ongoing Support – Lifelong guidance to ensure financial success at every stage of life.
The Institute of Financial Wellness (the-ifw.com) has 273 customer reviews on Consumer Courier, with an average rating of 4.7 out of 5.
Showing 225 reviews with 5 stars · Clear filters
Cheri H.
Posted
Helpful, insightful, and unparallelled customer service!!!
Mike G.
Posted
Always immediately responsive, knowledgeable and patient with my questions.
Response from The Institute of Financial Wellness· Oct 7, 2023
Thank you! We aim for this.
Michael W.
Posted
They helped me started step by step from A to Z
Response from The Institute of Financial Wellness· Oct 7, 2023
We appreciate it and will continue to go from A to Z for you.
Carlos
Posted
I am so glad that I found IFW and went through the training. It has begun to make my career so much easier. I wish I had access to this years ago. This is a simple system to help people with complex problems.
Response from The Institute of Financial Wellness· Oct 7, 2023
This means a lot to us! We wake up every day with the mission to help consumers live their best life and advisors grow their practice.
Shawn M.
Posted
Company has a great tool and easy to follow process.
Response from The Institute of Financial Wellness· Oct 7, 2023
Thank you. We will continue to do our best to serve you.
TIM J.
Posted
Eric, the owner and founder is spending quality time with new IFW advisors making sure the six step process is understood. Actually, the whole team, Scott, Rees and Skylar have all participated in helping me learn the process.
Corey P.
Posted
The onboarding process was great, and the IFW team is greater. The team is easy to get a hold of and it goes at your pace. At no point was there a fire hose of information thrown at you where you're left wondering ugh ok where do we go from here. The roadmap software is straight forward and is going to be a great tool that I'm going to implement immediately. Skylar, Erik, Scott thank you for everything so far and I look forward to our successful future.
Barbette D.
Posted
Jack Murphy was very professional and asked the correct questions.
Response from The Institute of Financial Wellness· Oct 7, 2023
Thank you - we will let Jack know.