2615 East 24th Street
Accomplish your financial goals for the reasons that are important to you with our financial experts.
Invicta Financial Group is a veteran owned financial planning company that serves a select group of clients (families/businesses) who desire to achieve a higher quality of life by making smart choices about their money.
At Invicta Financial Group, our financial advisers believe the highest compliment we can pay our clients is to listen. After more than 12 years of working with our clients, we have discovered 3 things that help us bring the highest level of service to our clients:
In summary, we serve a select community of clients who want to delegate their financial affairs to a trusted financial adviser. We receive great satisfaction in seeing our clients lifted from the cares of money and released to pursue the things in life that really matter to them... their spiritual development, health, family relationships, friendships, vacations, personal growth, professional development, or retirement.
If this resonates with you and you are seeking a higher quality of life, Invicta Financial Group is ready to serve you. Just give us a call.
CEO - Barry D. Todd
At Invicta Financial Group, we are a financial planning company that understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized financial planning services focuses on your needs, wants, and financial goals and objectives.
Our financial experts have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
We create financial strategies that helps you strike a balance between work and leisure.
We build retirement planning strategies to accumulate the money you'll need to pursue the retirement activities you want.
Work with Financial Advisers that will design investment strategies to pursue your risk tolerance, time horizon, and goals.
We make sure to offer well-structured insurance strategies that protect your loved ones from the financial consequences of unexpected events.
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."