Navigon Financial Group
Why pick this one
Navigon Financial Group specializes in holistic financial planning and has been in existence for over 100 years.
Best for
- individuals seeking comprehensive financial planning
- business owners needing financial strategies
- clients looking for retirement and legacy planning
Look elsewhere if
- those seeking low-cost, quick financial services
- individuals looking for one-time consultations without ongoing support
Specialties
- financial planning
- retirement planning
- college funding
- business planning
- estate planning
Certifications
- Penn Mutual
What makes them different
- specializes in holistic financial planning
- long-term relationships with clients
- founded over 100 years ago
- part of a parent company with 173 years of financial performance
- Years in business
- over 100
Distilled from this business's own website.
Contact & Location
- Address
- 3025 Carrington Mill Blvd Ste 150, Morrisville, NC 27560
- Phone
- 9199416235
- Website
- http://www.navfin.com/
- info@navfin.com
Services
- investment strategies
- insurance needs
- financial counseling