Navigoe Wealth Management - Redondo Beach, California

Address: 417 Beryl St, Redondo Beach, CA 90277, United States.
Phone: 3106970400.
Website: navigoe.com
Specialties: Financial planner, Estate Planning Lawyer, Financial advisor, Financial Advisor, Investment company, Investment service, Tax Advisor.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Assistive hearing loop, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free of charge street parking, Free parking lot, On-site parking.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Navigoe Wealth Management

☎️3106970400

⏰ Open Hours of Navigoe Wealth Management

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–5 pm
Saturday: Closed
Sunday: Closed

Introduction to Navigoe Wealth Management

Nestled in the heart of Redondo Beach, California, at Address: 417 Beryl St, Redondo Beach, CA 90277, United States, lies Navigoe Wealth Management, a boutique firm dedicated to empowering individuals with comprehensive financial strategies. With a phone line ready to assist at 3106970400, clients can reach out for personalized guidance. The company's online presence is robust, accessible via their website at navigoe.com, where you can learn more about their services and read testimonials.

Key Features and Services

Navigoe Wealth Management prides itself on its multifaceted approach to wealth management. The firm specializes in a variety of services, including but not limited to:

- Financial Planning: Guiding clients towards a secure financial future through tailored planning strategies.

- Estate Planning: Ensuring that one's assets are managed and transferred according to their wishes.

- Financial Advisory: Offering expert advice on investment, tax, and financial security.

- Investment Services: Managing investment portfolios to maximize returns.

- Tax Advisory: Providing insights to minimize tax liabilities and maximize benefits.

One of the standout aspects of Navigoe Wealth Management is its commitment to accessibility and inclusivity. The office is wheelchair-accessible, complete with a car park, entrance, seating, and toilet facilities designed for everyone's convenience. They also offer an assistive hearing loop and gender-neutral toilets, making their services welcoming to all.

Address and Facilities

For those looking to visit, Navigoe's location is convenient with free street parking and a secure parking lot available. The office is equipped with amenities to ensure a comfortable experience for all clients, including wheelchair-accessible options and an LGBTQ+ friendly environment.

Appointments and Reviews

Navigoe emphasizes the importance of appointments, recommending that interested clients schedule in advance to ensure personalized attention. Despite the requirement for appointments, the average opinion on Google My Business is an impressive 5 out of 5 stars, based on 10 reviews. Clients praise the firm's financial planners, like Scott Leonard, for their expertise and calming demeanor through market volatility. The entire team is highlighted as pleasant to work with, reinforcing the recommendation of Navigoe for anyone seeking top-tier financial advice.

Recommandation

Considering the high level of satisfaction expressed by clients and the comprehensive range of services offered, it's clear that Navigoe Wealth Management is a valuable resource for anyone looking to enhance their financial well-being. To take the first step towards securing your financial future, visit their website at navigoe.com to schedule a free consultation or explore their various services further. Don't wait to make your financial dreams a reality—contact Navigoe Wealth Management today

👍 Reviews of Navigoe Wealth Management

Navigoe Wealth Management - Redondo Beach, California

Bob D.

5/5

I’ve been working with Scott Leonard since 1993. He has been a fabulous financial planner setting me up for retirement by following his advice. His approach is always calming throughout all the ups and downs in the market. If you are looking to work with a financial planner who is at the top of his game, he is your guy. The entire crew at Navigoe is so pleasant to work with and I strongly recommend them.

Dorothy S.

5/5

Having Navigoe as our financial advisors has made retirement much less stressful. My husband and I are able to do the travel we dreamed about and have no worry heading into our twilight years. Navigoe reviews and adjusts for our needs and wants with meetings whenever necessary. Our advisor, Eric, and all Navigoe staff are extremely responsive and supportive. I feel like we hit the jackpot! If we ever hit another jackpot, Navigoe will surely be handling. I highly recommend Navigoe for your financial management peace of mind.

Catherine G.

5/5

I’ve had my money invested with Navigoe for many years. I like their reasoning, their outlook, their returns, their sound advice and their availability whenever I have a question. They look at the whole picture with each individual and I trust them implicitly. They’ve become a family and I know my money is in safe hands. Highly recommend!

Jimmy G.

5/5

Scott and the rest of the Navigoe crew are wonderful to work with. They are extremely knowledgeable across a variety of subjects and I could not imagine a more trustworthy team to handle my investments.

David J. B. F.

5/5

Navigoe is a great financial consultant. They have made the last thirty years stress free. We are lucky to have had there input.

Vatche S.

5/5

Navigoe is great from the first contact. Scott and his staff are awesome! My wife and I are definitely impressed!

Wendy J.

5/5

Long time client, very happy with results. Strong relationships and financial expertise delivered in a comfortable, non-intimidating, friendly atmosphere. Highly recommend!

Jerilyn D.

5/5

It’s always a pleasure to meet with Eric! We discussed setting up a Trust and as always he was very informative!