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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 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 a client of Camarda Wealth for several years now after previously using financial advisors that I am sure you would recognize. Let’s start off with saying that Camarda is different. I mean that in a good way. What makes them different? For one, they listen to the goals and aspirations that my wife and I have and tailored a solution that makes us feel comfortable. If I have an issue, reaching out and getting a quick response is the norm. The response you get is not some rote reply. It is thoughtful and is t... read more
We have been invested with Camarda for many years. Even though we have a small investment, the advisors always treat us personally, spending as much time as needed to explain their advisements, their suggestions and answer any questions. They are faithful to call us quarterly to review and make changes as needed and are available when needed between quarterly calls.We have been very pleased.
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 76 reviews.
When is Camarda Wealth Advisory Group open?
Camarda Wealth Advisory Group is closed now. It will open on Monday at 9:00 a.m.
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