AI Profile
Financial Advisors · Jacksonville, FL
Serves Jacksonville and Northeast Florida
Last Crawled by AI
June 14, 2026
AI Platforms
5 monitoring
Updated by Lantern
April 21, 2026
InVestra Financial Services is an independent financial advisory firm serving Jacksonville and Northeast Florida families and businesses. They provide comprehensive financial planning, investment management, and retirement strategy services tailored to each client's unique goals. InVestra combines personalized advice with a fiduciary commitment to act in clients' best interests.
Fiduciary Standard
Independent Firm
Comprehensive Planning