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    Navigate Financial

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    Description

    • My core business is 401k work. I help companies manage their 401k obligations, including fiduciary governance, plan design, and plan administration. I also provide support to employees, including financial education, retirement planning, insurance planning, and estate investment planning. Due to my 401k experience, Wells Fargo Advisors allows me to act as a fiduciary with respect to the management of 401k plan assets, a privilege given to only 2% of Wells Fargo financial advisors. In addition to 401k work, I also work with individual clients. Many financial advisors focus primarily on high net worth clients, but I prefer to work with anybody who wants to move forward in a positive direction, regardless of how much money they have.
    • location

      Headquarters:999 East Murray Holladay Road , Salt Lake City, Utah, United States

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    • Navigate Financial phone

      Phone Number: +1 801-905-1644

    • Navigate Financial website

      Website: https://www.navigatefinancial.com

    • Navigate Financial employees

      Employees:4

    • Navigate Financial revenue

      Revenue:$0 - 1M

    • Navigate Financial legal name

      Legal Name:Navigate Financial

    • Navigate Financial's Social Media

      Navigate Financial linkedin
    • done Is this data correct?

    • |  NAICS Code: 523120  |

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    Person level website identification

    President for Navigate Financial

    Benjamin Driggs

    President

    Person level website visitor identification

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    View Employees

    Benjamin Driggs

    President

    Frequently Asked Questions regarding Navigate Financial

    • Where are Navigate Financial's Headquarters?

      Navigate Financial's Headquarters are in 999 East Murray Holladay Road ,Salt Lake City,Utah,United States

    • What is Navigate Financial's phone number?

      Navigate Financial's phone number is +1 801-905-1644

    • What is Navigate Financial's official website?

      Navigate Financial's official website is https://www.navigatefinancial.com

    • What is Navigate Financial's Revenue?

      Navigate Financial's revenue is $0 - 1M

    • What is Navigate Financial's NAICS code?

      Navigate Financial's NAICS code is 523120

    • How many employees are working in Navigate Financial

      Navigate Financial has 4 employees

    • What is Navigate Financial's Industry?

      Navigate Financial is in the industry of Financial Services

    • Who is Navigate Financial's President?

      Navigate Financial's President is Benjamin Driggs

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