Navion Financial Advisors, Llc

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Description

  • Navion Financial Advisors was formed in response to the growing public awareness that while they needed to coordinate all their financial affairs, they also want choice and flexibility. Many people are comfortable handling their own affairs most of the time, and wish to just validate their decisions on an occasional basis. Others want ongoing assistance. Most want to know what it is they are paying for, and how much. By offering hourly, as needed financial planning separate from investment management, Navigator Financial Advisors can provide the precise level of service the client desires. From a one hour consultation for a specific question, to a comprehensive financial plan, to ongoing portfolio management, the client decides what will best fit their wants and needs.Financial planning is so much more than buying an investment or insurance policy. Good financial planning is 20% numbers, and 80% people. Done properly, it addresses your key goals and values, incorporating them into a plan to help you truly make the most of your life.To find out how we can help you make the most of YOUR life, contact us to schedule your complimentary, no obligation consultation.We look forward to working with you.
  • location

    Headquarters:355 Second Street Suite B, Davis, California, United States

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  • Navion Financial Advisors, Llc phone

    Phone Number: +1 800-845-0365

  • Navion Financial Advisors, Llc website

    Website: https://www.nfadvisors.com

  • Navion Financial Advisors, Llc employees

    Employees:3

  • Navion Financial Advisors, Llc revenue

    Revenue:$0 - 1M

  • Navion Financial Advisors, Llc legal name

    Legal Name:Navion Financial Advisors, Llc

  • Navion Financial Advisors, Llc's Social Media

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  • |  NAICS Code: 523930  |

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Operations Manager, Registered Para Planner for Navion Financial Advisors, Llc

Carol Macdonald

Operations Manager, Registered Para Planner

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Carol Macdonald

Operations Manager, Registered Para Planner

Fpqp Carol Macdonald

Operations Manager, Financial Paraplanner Qualified Professional

Frequently Asked Questions regarding Navion Financial Advisors, Llc

  • Where are Navion Financial Advisors, Llc's Headquarters?

    Navion Financial Advisors, Llc's Headquarters are in 355 Second Street Suite B,Davis,California,United States

  • What is Navion Financial Advisors, Llc's phone number?

    Navion Financial Advisors, Llc's phone number is +1 800-845-0365

  • What is Navion Financial Advisors, Llc's official website?

    Navion Financial Advisors, Llc's official website is https://www.nfadvisors.com

  • What is Navion Financial Advisors, Llc's Revenue?

    Navion Financial Advisors, Llc's revenue is $0 - 1M

  • What is Navion Financial Advisors, Llc's NAICS code?

    Navion Financial Advisors, Llc's NAICS code is 523930

  • How many employees are working in Navion Financial Advisors, Llc

    Navion Financial Advisors, Llc has 3 employees

  • What is Navion Financial Advisors, Llc's Industry?

    Navion Financial Advisors, Llc is in the industry of Financial Services

  • Who is Navion Financial Advisors, Llc's Operations Manager, Registered Para Planner?

    Navion Financial Advisors, Llc's Operations Manager, Registered Para Planner is Carol Macdonald

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