Navigation Wealth Management - Fort Collins, Colorado

Address: 2038 Caribou Dr Suite 100, Fort Collins, CO 80525, United States.
Phone: 9706721236.
Website: navwm.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.4/5.

📌 Location of Navigation Wealth Management

☎️9706721236

⏰ Open Hours of Navigation Wealth Management

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Navigation Wealth Management

Con sede en 2038 Caribou Dr Suite 100, Fort Collins, CO 80525, United States, Navigation Wealth Management es una empresa de gestión de patrimonio con una larga trayectoria de servicio a clientes de todo el país. Su teléfono es 9706721236, y su sitio web es navwm.com.

La empresa se especializa en ofrecer servicios de planificación financiera a individuos y familias, con un enfoque en la atención personalizada y la orientación a largo plazo. Su especialidad es la planificación financiera, lo que le permite a sus clientes tomar decisiones informadas sobre su patrimonio y asegurar su seguridad financiera.

Navigation Wealth Management cuenta con una ubicación accesible para personas con discapacidades, con un parking y una entrada y baño accesibles. Además, se recomienda venir con cita previamente para asegurar el mejor servicio posible.

Los clientes de la empresa han expresado su satisfacción con sus servicios, destacando la claridad, la honestidad y la atención al cliente de Adam Brunin, el director de la compañía. Se ha convertido en un referente en la comunidad financiera de Fort Collins, conocido por su enfoque en el bienestar del cliente y su capacidad para navegar los complejos problemas financieros con soluciones personalizadas.

A pesar de tener solo 7 revisaciones en Google My Business, la empresa ha demostrado una media de opinión de 4.4/5, lo que refleja su compromiso con la satisfacción del cliente y su dedicación a ofrecer servicios de alta calidad.

Para aquellos que buscan un servicio de planificación financiera confiable y personalizado, Navigation Wealth Management es una excelente opción. Visite su página web en navwm.com para obtener más información y programar una cita con Adam Brunin. Con su experiencia y conocimiento en la industria, es probable que Navigation Wealth Management sea la mejor opción para sus necesidades financieras.

Recuerde que la planificación financiera es un proceso crucial para asegurar su futuro, y Navigation Wealth Management está aquí para guiarlo a través de este proceso. Visite su sitio web y contacté con ellos para obtener la ayuda que necesita para alcanzar sus objetivos financieros.

👍 Reviews of Navigation Wealth Management

Navigation Wealth Management - Fort Collins, Colorado

Riley C.

5/5

Adam Brunin has been my parents' wealth manager for many years. As my parents began to enter the later stages of their lives, Adam has been incredible in guiding me as I begin to take over our estate. Adam is clear, honest, and has his client's best interests in mind to a degree difficult to find in this modern world.

Thomas B.

5/5

Adam Brunin has guided my portfolio for over 10 years. With the heart of a teacher he will educate as well as listen to make sound strategy decisions together. Aligning to market changes, Adam is constantly studying ways to achieve the best performance in a challenging environment. Verifying strategies before implementing keeps risk low and opportunity high. Where there can be no guarantees, I trust Adam to be working for the best outcome as his fees are not commission based. Growing my portfolio we both win.

Jacqui W.

5/5

Adam Brunin is a stellar financial planner. He has helped us to make make sound financial decisions that will positively affect our family and our future. Our knowledge of such topics is limited, but Adam always speaks to us in a way that fosters our understanding. He is honest, kind and has a knowledge of the financial industry that is unmatched. Our future is brighter and more secure because of the services he has provided us. We highly recommend Adam Brunin and Navigation Financial Services' we wouldn't trust anyone else with our financial future.

Eric and Jacquelyn Walz

Kevin K.

5/5

Been to many, many advisors and seminars over the years, but not until coming across Myles O'Reilly, at NWM, did I find someone who can put it all together for you in his self-designed spreadsheet that includes every form of asset and pension including Social Security you may be entitled to. Check out Claim Wise on FB to catch Myles live. He will open your eyes!
Consider yourself lucky, if you can become a client, he is that good!

David K. D.

5/5

We've been working with Nick Kemp as our personal advisor and have been very pleased with the results. We feel that our investments are carefully selected and closely watched to ensure the right mix or growth and security. Thanks!

Zachary

1/5

Honestly these people don't really know what to invest you in. My 5-6 year annualized average return was under 2% from 2008-2013. The big rally in 2013 was completely missed by these guys. They put my portfolio in bonds and cash to preserve cash despite me telling them years ago that I am young and as such a super aggressive investor. You can do better on your own by investing in some low fee funds.

Then when I was moving some money out of the fund to try a different investment approach, I needed some info from my account and sent an email which was completely ignored I assume since I was pulling money out. So I pulled out the rest and closed the account. No sense wasting my time investing with them anymore.

Ken B.

5/5

The care, concern, and professionalism is incomparable and amazing. Christopher Staples is great to work with.