Nice platform
Nice platform
Mohamed Sleem
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The Institute of Financial Wellness
4.750 reviews
Last reviewed: Dec 7, 2025Do you agree with The Institute of Financial Wellness's TrustScore? Voice your opinion today and hear what 289 customers have already said.
the-ifw.comMember since Mar 2026
The Institute of Financial Wellness is an online company. Based on 50 reviews on TrustPlane, it has an average rating of 4.7 out of 5 stars. Last reviewed December 7, 2025.
Customer Reviews
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50 reviews
Just what I needed.
Good, honest, safe information and options. Definitely worth a consultation.
Donna
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Good answers to specific questions
Good answers to specific questions. Good detail, a good sign of things to come. I was able to connect to the hosts very well.
Darren
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Great webinar!!
Appreciated the advice, the webinar was great!!
Rohan Khublall
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Better understanding Annuities growth vs. income
Today's session was very informative. Short but informative. I needed to know more about annuities income vs. growth. Peter explained it well.
Gretchen Bailey
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Great education
Great education. The company is committed to educating and helping the public with our retirement needs. Always open to questions.
Josie C
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The IFW was great
The IFW was great, they have some really helpful folks there who helped me with my finances
Javier Cardenas
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The IFW was great
The IFW was great! I love their webinars - super helpful financial advice and they give it over in a way that is easy to understand. Highly recommend.
Nechama Gotkin
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Great seminar
Great seminar. Very informative and well-done. Thank you!
Consumer
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Really good info!!
Really good info!!
Jimmy T
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The IFW was so helpful
The IFW was so helpful. I learned so much from the seminars. I feel blessed by this connection.
Susan Adler
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I just meant with to get my retirement…
I just meant with to get my retirement score it was a great experience.
Sadie Tice
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Webinar was great 5 stars really…
Webinar was great 5 stars really learned a lot. Very informative. If you implement the tools and knowledge it will make life a lot easier in the future. Thank you again to the whole team.
Alexander Cornish
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A lot of items were explained to me in blunt form. No fluff. A plan was laid out and presented in simple terms and the expectation was logical. I hope my health allows me to meet my goals.
A lot of items were explained to me in
Stephen Stapon
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All the men are true professionals and…
All the men are true professionals and know their business.
Eugene Young
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Erik is a fantastic advisor
Erik is a fantastic advisor. I've been working with him for a while and I can appreciate his dedication to ensure I get the best deal to achieve the goals I set forth at the beginning.
Vilma Orozco
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Top notch advice
I’ve attended a couple of webinars and am currently working with an advisor. I feel a lot more confident about having enough money to live a comfortable retirement with all the adjustments we’re making to my portfolio. Highly recommend!
Armando Perez
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best retirement and financial resource…
best retirement and financial resource I have found yet. Highly recommend their webinars and make sure to get your retirement score too. best retirement and financial resource I have found yet. Highly recommend their webinars and make sure to get your retirement score too.
Esther Kahn
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BEWARE Financial Advisors think twice…
BEWARE Financial Advisors think twice before committing .Lot of noise & sizzle regarding Software & Retirement Score. Nothing to show for it, as far as number of qualified appointments in 3 1/2 months and $12000.00 down the drain. Would have been better off buying qualified leads instead. People were driven to a webinar but the attendance was way below anyone's expectation, below 5%, some received a free book and provided email & tel no as a requirement for the free book still useless.Totally disgusted and dissatisfied. I would not recommend it to anyone.
Next Gen Retirement Solutions
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Incredible Company and Team
It is so refreshing to find an authentic, caring, and compassionate company whose mission of helping people in their financial journey, you can actually feel when you speak with them!They go way above to understand your goals and needs and will let you know if they are a good fit.Highly recommend them!!!
Lillian Roberts
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According to TrustPlane, The Institute of Financial Wellness has a 4.7/5 rating based on 50 verified reviews as of April 2026. Source: trustplane.app/company/the-ifw-com