Camarda Brothers Financial Advisors

EST. AUM
$315,368,825

CONTACTS
4

CLIENT ACCOUNTS
928

Firm Details

Metro area Jacksonville
CRD Number 113784
Website camarda.com
Client types

Overview

Camarda Wealth is a family-oriented company. This is not just because they have family members that work within the organization, nor is it because they focus on working with families, but more because they make a constant effort to treat their clients like they are part of their family. Their relationships begin by caring for their clients, building trust and communicating often in an effort for them to best meet their financial goals. It brings them great satisfaction that their clients do not feel like they are just a number, as they might be treated if they chose to work with a much bigger national company. Instead, they partner with their private wealth clients so they can live the lives they want through retirement and beyond and help them plan to leave a legacy for their family. Just like many of their successful clients, they believe a family approach includes supporting their local community. For that reason they foster an environment for their entire team to give back.

Platform Details

Investment Preferences

Alternative Activity