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Camarda Wealth Advisory Group
4371 US-17 #201, Fleming Island
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4371 US-17 #201, Fleming Island
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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 the pandemic. Camarda Wealth put guard rails in place to quickly adjust strategy when certain conditions are met giving me confidence... read full review
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!
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.