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, Toilets, 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

Navigation Wealth Management is a distinguished financial planning service located at

2038 Caribou Dr Suite 100, Fort Collins, CO 80525, United States

. This esteemed company operates from a conveniently accessible location and can be reached via telephone at 970-672-1236. For further information, their website is available at navwm.com.

Specialties and Services

The core specialty of Navigation Wealth Management is financial planning, focusing on providing personalized and expert advice to their clients. Their services are aimed at helping individuals manage their wealth effectively and plan for their financial future.

Accessibility and Appointments

Navigation Wealth Management prides itself on being wheelchair accessible, featuring a car park, entrance, and toilet that are all suitable for individuals using wheelchairs. Additionally, they emphasize the importance of appointments, recommending that clients make an appointment before visiting. This ensures a personalized service and allows for thorough discussions about each client's unique financial situation.

Opinions and Reputation

Based on Google My Business reviews, Navigation Wealth Management has garnered a positive reputation with an average opinion of 4.4 out of 5 stars. This sentiment is echoed in client testimonials, such as one from Adam Brunin, who praises the company's wealth manager, Adam, for his clarity, honesty, and dedication to clients' best interests. Other reviews highlight the company's commitment to guiding clients through crucial life stages, exemplifying their professional and empathetic approach.

Additional Information

In addition to their commendable service, Navigation Wealth Management ensures client convenience and comfort. Their office is wheelchair accessible, and they emphasize the need for appointments, promoting a structured and personalized service.

Recommendation

For anyone seeking reliable financial planning services, Navigation Wealth Management is a worthy consideration. Their combination of expert financial planning, accessibility, and positive client reviews make them an excellent choice. To begin your journey towards financial security, we highly recommend that you visit their website at navwm.com to learn more and schedule your appointment.

👍 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.