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Investra Financial

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investra financial services is a independent advisory business working with high net worth clients. we can help you understand what your needs are and which of the thousands of products available on the open market will help you do just that. our veteran investment advisors have had to adapt to the changes in risk profiles while providing the highest level in customer service. at investra we listen to your needs and goals to provide advice based on who you are and where you wanting to be financially. at investra wealth management, our veteran financial representatives provide services such as: financial planning asset management estate planning tax planning retirement planning insurance and risk management business services the financial representatives of investra wealth management have deep expertise in these areas: stocks bonds mutual funds tax-advantaged instruments commodities exchange traded funds (etf’s) money market funds real estate investment trusts (re

Headquarters:
-
Industry:
Investment Management
Founded:
2011
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
United States 1
Retirement PlansAsset ManagementTax StrategiesRetirement / Financial PlanningCorporate Bonds & Muni BondsIndividual StocksExchange Traded Funds (Etf’s)Insurance & Annuities

Frequently asked questions about Investra Financial

Let us help answer the most common questions you might have.

How many employees does Investra Financial have?

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Investra Financial has 1 employee

What industry does Investra Financial belong to?

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Investra Financial is in the industry of: Investment Management

What are Investra Financial's social media links?

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Investra Financial Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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