Navigoe Wealth Management - Redondo Beach, California

Navigoe Wealth Management: A Comprehensive Overview

For individuals and families seeking comprehensive and personalized financial planning and wealth management solutions, Navigoe Wealth Management stands as a trusted and established firm. Located at 417 Beryl St, Redondo Beach, CA 90277, United States, and easily accessible via phone at 3106970400, Navigoe offers a suite of services designed to navigate the complexities of personal and estate finance. Their website, navigoe.com, serves as a central hub for information and scheduling appointments.

Specialties encompass a wide range of expertise, including services from a financial planner, an estate planning attorney, a dedicated financial advisor, a skilled financial consultant, and a fully-fledged investment company. Furthermore, they provide robust investment services and expert tax consulting to ensure clients are optimizing their financial strategies across all facets of their lives.

Navigoe Wealth Management distinguishes itself through a client-centric approach, prioritizing understanding each individual’s unique circumstances, goals, and risk tolerance. They don't operate under a one-size-fits-all model; instead, they meticulously tailor strategies to align with their clients’ specific needs. This personalized service is a cornerstone of their operations and contributes significantly to their strong reputation.

Other Points of Interest: Navigoe is committed to providing a seamless and accessible experience for all clients. They offer online appointments for convenience and provide on-site services for those who prefer face-to-face consultations. Accessibility is a key priority, as evidenced by the availability of a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, a wheelchair-accessible toilet, an assistive hearing loop, and gender-neutral toilets. The firm also actively promotes inclusivity with its LGBTQ+ friendly and transgender safe space policies, demonstrating a commitment to diversity and respect.

Appointments are required for all consultations, and are highly recommended to ensure adequate time for a thorough discussion. Clients can expect free of charge street parking and a conveniently located free parking lot, along with on-site parking options. The firm’s dedication to convenience extends to its facilities, which are designed to be welcoming and accommodating for all visitors.

Opinions: Navigoe Wealth Management consistently receives positive feedback from its clients. Currently, the company boasts 12 reviews on Google My Business, with an average opinion of 5/5. This remarkable rating underscores the high level of client satisfaction and the firm’s commitment to delivering exceptional service. These reviews frequently highlight the expertise of the team, the clarity of their advice, and the personalized attention they receive.

Key Features and Benefits:

• Comprehensive Financial Planning: Navigoe assists clients in developing detailed financial plans encompassing retirement planning, investment strategies, education funding, and more.
• Estate Planning Expertise: With an experienced estate planning attorney on staff, Navigoe can help clients protect their assets and ensure their wishes are carried out.
• Investment Management: The firm offers a range of investment solutions, including portfolio management, asset allocation, and access to a diverse selection of investment products.
• Tax Optimization: Navigoe’s tax consultants work diligently to identify opportunities to minimize tax liabilities and maximize returns.
• Personalized Service: Each client receives dedicated attention from a team of experienced professionals who are committed to understanding their unique needs.

Location and Contact Information:

• Address: 417 Beryl St, Redondo Beach, CA 90277, United States
• Phone: 3106970400
• Website: navigoe.com

In conclusion, Navigoe Wealth Management provides a robust and client-focused approach to wealth management. Their diverse range of services, combined with their commitment to accessibility and personalized attention, makes them an excellent choice for individuals and families seeking to achieve their financial goals. The overwhelmingly positive client reviews further solidify their reputation as a trustworthy and reliable partner in navigating the complexities of financial planning.

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