Eddy B.
Trustworthy and instrumental
This service was instrumental in organizing my finances, and I'm pleased with the results; most importantly, it is trustworthy.

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 Five Star Index, with an average rating of 4.7 out of 5.
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Media & Information · Brandon, Florida
Excellent

Media & Information · Jacksonville, Florida
Excellent

Media & Information · Boca Raton, Florida
Excellent

Media & Information · St. Petersburg, Florida
Excellent
273 approved reviews, newest moderated first
Eddy B.
This service was instrumental in organizing my finances, and I'm pleased with the results; most importantly, it is trustworthy.
Susanna A.
I had the best experience with IFW. Thank you so much for all your help!
Robert D.
⭐⭐⭐⭐⭐ The Institute of Financial Wellness is an outstanding resource for anyone looking to take control of their financial future. Their expert guidance, wealth of knowledge, and practical strategies make financial planning simple and achievable. The team is professional, responsive, and truly cares about helping people reach their financial goals. Whether you're planning for retirement, investing, or just looking to improve your financial well-being, this is the place to go. Highly recommend!!!!
Diane S.
Had an amazing experience! So knowledgeable and easy to work with. Took time to explain everything until I understood and felt comfortable. Couldn’t recommend more!
JOHN
Erik was on top of everything along the way and it a pleasurable experience.
Jerry F.
Erik was a complete professional. His group took care of everything and I had very little to do.
John
Signed up as a lead generation at the recommendation of one of my IMO's. Expectations were set early on to mot expect too much early on but it would get better. After paying the annual fee to sign up for their software, I was also enrolled to begin lead generation in January. Had dreadful results. Just plain awful. No where near the results that were promised. They set low expectations and even failed to meet those after 10 months of lackluster results. Had multiple issues that arose and voiced those concerns to the Sussmans. They promised to correct issues and was never completed. I would not recommend.
Response from The Institute of Financial WellnessJan 30, 2025
John, we are sorry you feel that way. Many advisors are very successful with our program and we regret that your experience was not the same. We wish you all the best in your career and all that you do.
Rich S.
As a broker, don't.