Navigon Financial Group
Financial Service
Why pick this one
Navigon Financial Group provides planning for protection, college funding, retirement, business planning, and estate planning.
Best for
- retirement planning
- college funding planning
- business planning
- estate planning
- legacy planning
- protecting family assets
- preserving assets through investment planning
Specialties
- college funding
- retirement planning
- business planning
- estate planning
- financial protection planning
- legacy planning
Certifications
- Penn Mutual affiliation
What makes them different
- Offers a four-step framework for building a legacy
- Lists Penn Mutual as its parent company, citing 173 years of operation
- Provides financial planning information covering protection, college funding, retirement, business planning, and estate planning
- Lists Jonathan Self as Managing Partner with direct phone and email contact
- Uses an ACE, or Accelerated Client Experience, program
Distilled from this business's own website.
Contact & Location
- Address
- 3816 N Elm St Ste A, Greensboro, NC 27455
- Phone
- +13363798207
- Website
- http://navfin.com/
- info@navfin.com
Services
- financial planning
- investment planning
- asset preservation
- family protection planning