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Camarda Wealth Advisory Group
- Financial Services
- Lehighton, FL
About this business
Location details
4371 US-17 #201, Ste 201, Lehighton, FL, 32003, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 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 ... read more
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.
We had a very good first face-to-face meeting with Anna. We covered the current state of economy and withdrawal strategies, our set of wills/trusts/health directives, Social Security withdraw strategy for my wife, ABLE and Roth IRA question for our adult child, and setting up a Roth IRA for our middle son. Anna had two takeaway things to look into, and we had a couple of follow-up activities. We will se how all of these follow-up items take place and lead to an even closer relationship going forward.
I have been with Camarda over 20 years. I have been very pleased with their communication to me and the handling of my account. I would absolutely recommend them to anyone seeking an honest and capable financial advisor.
Frequently asked questions about Camarda Wealth Advisory Group
How is Camarda Wealth Advisory Group rated?
Camarda Wealth Advisory Group has a 4.3 star rating with 82 reviews.
When is Camarda Wealth Advisory Group open?
Camarda Wealth Advisory Group is closed now. It will open at 9:00 a.m.
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