Financial AdvisorFleming Island 4.6 (74)
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Financial Advisor in Fleming Island, FL
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Claim this listing4.6 on Google from 74 reviews · Read on Google
Recent Google reviews
I am a huge fan of Anna Wunderlich, Personal Wealth Advisor, at Camarda Wealth. I’ve worked with 4 or 5 other advisors in the past. Where other financial advisors explain things very technically using fancy finance words, Anna is approachable and flexible in tailoring her communication style to match my needs. She is extremely competent. If we need to dive into anything further or if I have questions, she is always able to provide detailed and thorough information. Regarding performance, I think we were all hit hard around the pandemic. Camarda Wealth put guard rails in place to quickly adjust strategy when certain conditions are met giving me confidence that my portfolio is protected. I’m very pleased with my account performance. Another thing I like is the quarterly statements that Camarda Wealth produces. While I can log into my brokerage accounts directly, I appreciate the statements from Camarda Wealth. It puts my entire portfolio together on one page where I can easily understand fund performance. To summarize—Anna is awesome, I feel protected, +performance and statements that are easy to understand. Let’s go!
I have been with Camarda Wealth Advisory Group for over 25 years. My most recent advisor is Raymond Bast, and we are very comfortable and pleased with him. He is professional and personal, and really seems to get our situation. We are not afraid to ask questions or change our minds about things, but mostly we are just grateful to have someone looking out for us!
I am 75years old, and have been a client with Camarda Wealth Advisory Group for over 16 years. Sadly I lost my husband of 51years, one year ago, and the Camarda Advisory Group, not only guided me through the financial transition period of losing my spouse, but was there for emotional support as well. I feel the Camarda Wealth Advisory Group truly care about their clients and their financial needs.
I have enjoyed our transfer to Camarda. I have been welcomed and have had the opportunity to ask as many questions as I needed to make our choice to join Camarda a pleasant one. Raymond Bast is my point of contact and he has been phenomenal. Spending a great deal of time with him on the phone and emailing just to be sure my wife and I were completely satisfied and informed of all of the questions we had. I would highly recommend Camarda to anyone looking for a great team to handle their investments.
Lou Vercelj is a wonderful fidciary. He takes his time to evaluate your personal situation & questions. All questions are answered directly & completely. The Camarda Wealth Advisory Group is a full service trusted financial advisory group and is well worth the fees that this group charges for their work. Consider me a very satisfied client.
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