Invicta Financial Group

We have been working with Blake and his team for nearly three years and have been very impressed with the entire process. My strong recommendation is demonstrated by the numerous recommendations to my children, siblings and friends. The overall value proposition is really important to me and he has been great! Especially in these chaotic times, having true professionals to guide you across the spectrum of cash flows, investments, will/trust planning, retirement preparation and overall value based goals is

We have been a client of Invicta Financial Group ~15-16 years. 1 Meaningful factor is, it's not all about the growth, it's also managing the downside risk!! I also appreciate that the investment advice/strategy is fee based and not commissioned based.

Having Howard as our financial planner has been Godsent! I feel much more confident with our financial future and it's a lot less work and worry for me. Howard is patient, understanding and knowledgeable. Other financial planners that I've worked with (usually associated with a bank or finance group) will only focus on investing, which is how they are paid, so it's understandable. Of course we want great investments, but I also wanted guidance with the rest of our financial things such as insurances, wills

Barry and his team have been instrumental in preparing for our future, our goals and financial success. Their professionalism and friendliness has made them a delightful addition to our family. I recommend them for anyone needing an Advisor and professional assistance.

Howard Barker listens to his clients, gives advice with determinations, and personally engages with YOU with care. Invicta Financial Group has proven to be a wonderful firm to work with in every way for our entire financial portfolio. In His Grip...

We have been with Invicta for 7/8 years and have nothing but great success with Barry and his crew. Super attentive to what's most important to our family and our future. Explains all products and services provided to a level of easy understanding and helps you along your path forward. They make you feel important and part of the Team/Family every time you're there.

Invicta Financial Group is the only financial advisory group you ever need. For those reading reviews, if you feel like you need to read a review for Invicta then you are missing a much bigger story. This financial group enables their clients to live their best life and actively works to protect you and your families future. I was referred to Barry and his team and within <3 years he had transformed our portfolio for the best. We have weathered COVID together, downturns, etc. and I continue to learn somethi

We wanted someone to help us transition into retirement and make sure we had all our ducks in a row, plus ensure that our money was making the best return it could. We are extremely pleased with Invicta. They delivered exactly that and much more! It is a comprehensive service covering all your personal needs without any hard sell or hidden fees and requirements. So far they have answered all our questions and handled our business with honesty and integrity. A very professional group that delivers on it

Couldn't say enough good things about Barry and his team. They care, they are professional, and they deliver on helping us achieve our goals. Not to mention they treat us like family. Couldn't be happier with our decision to enlist their help in our financial aspirations.

Love the way this company treats us like family. Doyle Price is always professional, always efficient, always trust worthy. Doyle always gives us the most important information and advice we need. We have been clients since 2020 and would highly recommend Invicta Financial Group to everyone!

My family has been working with Barry and the Invicta team for nearly a decade. I began my personal portfolio in 2016 and it's the best decision I have made! Barry and his team are the most knowledgeable advisors out there and prioritize client goals at each step of the process. So far, I have been nothing short of pleased with the investment in the services offered. This team is less of a business and more of a family - they treat our finances as if they are their personal accounts and offer full financial

Invicta Financial Group is the definition of excellence in the realm of financial guidance. From the moment my family became clients we were met with professionalism, expertise, and a genuine commitment to securing our financial future. Their comprehensive approach to managing financial portfolios whether it's investments, home mortgages, LLC formation, trusts, long-term care planning, insurance, or any other aspect of financial management, they excel in providing tailored solutions to meet individual need

Our family has been incredibly blessed by the help we have received from Barry D Todd and the Invicta Financial Group. We have been with them for more than 14 years, and feel like we are in solid hands in every temporal aspect of preparing for our future. Thank you, Barry, and all of your team!

Invicta has been nothing short of amazing. Their professionalism, knowledge and candor as a financial advisor is unmatched. We feel confident heading into the future with college education, weddings, vacations and retirement thanks to their team

BDT and Associates runs Invicta Financial like a finely-tuned, well-oiled machine! You're not just a client, nor a name or number on a list: you are part of the family. Need guidance? They've got it. Advice, or a freshed up financial and life plan? It's here for the asking. And even if you don't ask, their focus is on the entire person and portfolio, so expect some solid questions and nudges to keep you on track with your life goals. Investment portfolio performance to make you smile wide, and personal serv

Invicta FG has been a truly reliable, professional and an exceptionally knowledgeable company to work with. Having worked with several financial institutions, Invicta has without a doubt exceeded all expectations and well surpassed anyone that we've previously worked with

We've been with Invicta Financial Group for over 20 years. Barry and his team are very knowlegable regarding all sectors of the market and have consistently offered proper broad-spectrum analysis of all market conditions. The bottom line is always correct financial and investment advice and always making money in the market.

Doyel Price has been our advisor for many years, through many life changes. We appreciate that he always listens to what we want, and does not push anything on us. His guidance has been solid. He looks at all the aspects of financial health when giving us sound advice.

We've have had the pleasure of working with Doyel Price for the past seven years, and I can confidently say that Doyel set us on a path for financial freedom. His tailored approach has resulted in a financial plan that is not only comprehensive but also adaptable to life's inevitable changes. Over the years, Doyel has been instrumental in guiding us through various life events, including career changes, 1031 exchanges, equity investments, retirement planning and trust planning. Doyel's expertise and dedica

Doyel Price has been our advisor for years. I am very satisfied with Invicta Financial Group and the guidance they have offered us through the years especially during fluctuations in the market.

I have been a client of Mr. Doyel Price, since 2014. I have total confidence in his financial knowledge as he has shepherded me through the years, especially as I faced the challenges of becoming a widow. Doyel has educated me along my path to financial security. I know he has my best interest at heart and I feel confident in his abilities to manage my portfolio. The proof is in the pudding?or more exactly, on the statements.

Invicta has been managing our funds for over 5 years now & the service has been excellent, proactive & incredibly responsive to our questions/needs, & our funds' growths have been impressive. Very happy with their service.

We have worked with Barry and his team for over 2 years. Not only is Barry a true professional but he's easy to work with and trustworthy. We've been very happy with what he's done with our investment portfolio.

Working with Blake and Amanda at Invicta Financial Group has greatly improved our life in retirement. We receive thoughtful and well researched, prompt advice.

Ben has been an amazing advisor for us! He has really helped us manage our finances, and was a critical part in us getting on the right track. We truly appreciate how much time he takes to help us with any issues we face!

I've been with Invicta for several years and the team is amazing!!! They are quick in responding to any questions I have had and educating me in the areas I'm not familiar with. In this crazy world we live in and when the economy appears to be looking down, Invicta keeps me looking up!!! Thank you guys!!!

We have been working with Barry and his team for several years. His team is highly professional, Uber efficient and proven trusted advisors for all of our investment portfolio.

The definition of professional. Staffed with individuals who are very knowledgeable. Prompt professional service provider of all things pertaining to finances. Our financial advisor at Invicta Financial Group is top shelf.

Amazing work done by amazing people. My wife and I have achieved financial peace and have learned so much in how to effectively manage our household budget, investments, insurance, and in setting up a living trust. We listed our goals and dreams out with the advisors and they helped us create a roadmap to achieve those dreams. Always responsive and they definitely care about their clients needs and their services are top notch. I can honestly say that working with them is one of the best decisions we ha

Working with Mr. Todd has been the greatest experience for our retirement. Very professional in all respects. He is not only our financial advisor, but our friend.

We couldn't be happier to have their guidance and support. Knowing our financial future and freedom is aligned with our goals and all concerns addressed gives us the security we've been looking for.

We have been very pleased with the care and service provided to us over the years. Glad to have someone who wants to know us and what is important to us.

Ben and the folks at Invicta are friendly and professional. We've been with them for years and are very happy.

The whole team is great and Leigh is so professional -- and on top of that, one of the nicest people we know!

Barry and his team are exceptional and I would highly recommend somebody take the lead to work with these esteemed individuals

This firm is the most reputable and honorable financial advisory firm out there! They truly care about their clients.

They have been taking care of my family for 10 year now and we are completely satisfied with them.

Been with this group for many years. My faith in their advise and recommendations is unwavering.

The BEST hands down. No nonsense when it comes to financial planning and consulting. They are like family.