Saturday, November 7, 2026 · Customer reviews of US businesses
The Fair Hearing score
Excellent
273 reviews
The Institute of Financial WellnessSelect a line to read only those reviews.
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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 The Fair Hearing, with an average rating of 4.7 out of 5.
273 approved reviews, newest moderated first
Working with IFW has been great. They are constantly improving their processes and systems to give my clients a great consumer experience. At the same time, they provide advisors with the tools we need to succeed in our business.
By Chuck N.
Everyone is easy to work. Jeanette especially has been a delight and responds quickly to my requests.
By Andrea Moreland Unkefer and A.
My husband and I had spoken with several different financial advisors as we wanted to make sure we were investing with someone who genuinely cared about us. The IFW concierge and advisor we spoke with were both professional and kind. They made complicated matters easy to understand. It was a great experience overall.
By Cheri H.
IFW has a very "client first" mentality. They truly go out of their way to ensure that they provide the best possible service to clients and advisors alike. The platform of connecting clients to top notch advisors is second to none in the industry! If you are considering working with IFW, pull the trigger! It is one of the best decision I have ever made!!
By Ryan S.
After having a call with Eric (the principal) and my IMO rep, we agreed to disagree. Fair enough. Now, we've already discussed the $1000s that I paid in for 2 worthless leads and obviously I cancelled my participation months ago. Look at my surprise email this week: Your receipt from Institute of Financial Wellness Date paid Payment method $149.00 November 24, 2023 AMEX - 6xxx" Lovely. I also got spam-invited about 5 times to more recruiting meetings. New advisors, what quality of leads are these? Can't deliver to a few reps, recruit thousands more. Your risk. The program has changed dramatically. As a campaign push partnering with Hegna (I still get 3-5 emails and texts a day pitching more recruiting meetings), they are now 100% overselling and underdelivering. Some successful advisors were having success with the program this summer. But IFW began to be oversold in Aug and have recuited hundreds of new advisors to whom they are promising quality leads. I paid thousands (was refunded most) but only received 2 low-quality leads. Before I cancelled, I asked around. Other top-producing ($5M+) advisors told me that they too are very unhappy with the lack of leads delivered to them since August. Buyer beware. It's not what it once may have been!
By Lenrmartinez
Helpful, insightful, and unparallelled customer service!!!
By Cheri H.
I have no idea where these people got my contact information. When asked they claimed Facebook, which was a lie, I divested myself of all things "suckerberg" years ago. They texted my mobile I blocked them, they email me I unsubscribed, then eventually had to block their email account. They started calling from different numbers to get around the "Blocks" THESE PEOPLE WILL JUST NOT GET THE MESSAGE. I WILL NOT DO BUSINESS WITH A SHADY COMPANY LIKE THIS ESPECIALLY CONCERNING FINANCIAL MATTERS.
By Tony G.
Always immediately responsive, knowledgeable and patient with my questions.
By Mike G.
Response from The Institute of Financial Wellness· Oct 7, 2023
Thank you! We aim for this.
