Invicta Financial Group - Yuma, Arizona

Invicta Financial Group is a reputable financial institution that offers exceptional services in financial planning and consulting. Located at Address: 2615 E 24th St #2, Yuma, AZ 85365, this company is dedicated to providing expert financial advice to its clients.

One of the key features of Invicta Financial Group is their commitment to accessibility. They offer on-site services, a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Additionally, they have regular restrooms and offer both appointment required and appointments recommended services. With 37 reviews on Google My Business, Invicta Financial Group has an impressive average opinion of 4.9/5.

At Invicta Financial Group, their team of experienced financial planners and consultants work closely with clients to understand their financial goals and develop customized plans to help them achieve those objectives. They specialize in providing comprehensive financial planning services, including retirement planning, investment management, tax planning, and estate planning.

Their website, Website: invictafg.com, is an excellent resource for individuals looking to learn more about the company and its services. It provides detailed information about their team, approach, and the various financial planning and consulting services they offer.

If you are looking for a financial institution that is committed to providing personalized and expert financial advice, Invicta Financial Group is an excellent choice. Their team of experienced professionals, accessible location, and exceptional customer service make them a top choice for financial planning and consulting services.

Reviews of Invicta Financial Group

Timothy Norris

5/5

We have been with Invicta for 7/8 years and have nothing but great success with Barry and his crew. Super attentive to what's most important to our family and our future. Explains all products and services provided to a level of easy understanding and helps you along your path forward. They make you feel important and part of the Team/Family every time you're there.

Suzanne Carrillo

5/5

Love the way this company treats us like family. Doyle Price is always professional, always efficient, always trust worthy. Doyle always gives us the most important information and advice we need. We have been clients since 2020 and would highly recommend Invicta Financial Group to everyone!

Alison H

5/5

We wanted someone to help us transition into retirement and make sure we had all our ducks in a row, plus ensure that our money was making the best return it could. We are extremely pleased with Invicta. They delivered exactly that and much more! It is a comprehensive service covering all your personal needs without any hard sell or hidden fees and requirements. So far they have answered all our questions and handled our business with honesty and integrity. A very professional group that delivers on its promises.

Janis Workman

5/5

Our family has been incredibly blessed by the help we have received from Barry D Todd and the Invicta Financial Group. We have been with them for more than 14 years, and feel like we are in solid hands in every temporal aspect of preparing for our future. Thank you, Barry, and all of your team!

justin hitchens

5/5

Invicta FG has been a truly reliable, professional and an exceptionally knowledgeable company to work with. Having worked with several financial institutions, Invicta has without a doubt exceeded all expectations and well surpassed anyone that we’ve previously worked with

catrina hitchens

5/5

Invicta has been nothing short of amazing. Their professionalism, knowledge and candor as a financial advisor is unmatched. We feel confident heading into the future with college education, weddings, vacations and retirement thanks to their team

David Botts

5/5

Invicta Financial Group is the only financial advisory group you ever need. For those reading reviews, if you feel like you need to read a review for Invicta then you are missing a much bigger story.
This financial group enables their clients to live their best life and actively works to protect you and your families future. I was referred to Barry and his team and within <3 years he had transformed our portfolio for the best. We have weathered COVID together, downturns, etc. and I continue to learn something new about finances, taxes, investments, and more from him or his team on a regular basis. Every friend or coworker I’ve referred to him has benefited from the same story. His model is unmatched. Invest your future with Invicta and your future will be more than you had ever thought possible.

sean bell

5/5

BDT and Associates runs Invicta Financial like a finely-tuned, well-oiled machine! You’re not just a client, nor a name or number on a list: you are part of the family. Need guidance? They’ve got it. Advice, or a freshed up financial and life plan? It’s here for the asking. And even if you don’t ask, their focus is on the entire person and portfolio, so expect some solid questions and nudges to keep you on track with your life goals.
Investment portfolio performance to make you smile wide, and personal service from people that actually know you, and know your objectives.
Overall, truly outstanding people of intense integrity, organization, concern, and ever-diligent in follow-up and being there when you need them.
Could not recommend Invicta any more highly; completely satisfied!