NAV Advisors 3203 South Conway Road Category: Estate Planning
|
 |
Company representatives
Phone: (407) 513-4962
Email: moc.srosivdavan@bocaj
Sherin Godfrey
Phone: (407) 513-4962
Email: moc.srosivdavan@nirehs
Sherin Godfrey, Client Relationship Manager
Jacob Godfrey, Tax, Financial, and Estate Planning
About NAV Advisors
Nav Advisors is an independent financial services company, our mission is to help retirees build, protect and preserve their assets.
At Nav Advisors we specialize in the universe of conservative investments for retirees and people nearing retirement.
Our strategy:
To increase cash flow and net worth while minimizing taxes for our clients.
Benefits to our clients:
*Perspective
*Performance
*Personal Service
The Planning Process:
*Identify client needs and goals
*Assist in design
*Implement a plan of action
*Monitor and revise the plan as needed
Products and Services
- Estate Planning
- Tax Planning
- Financial Planning
Opening Hours
Monday through Friday 8:30 AM to 5:00 PM. All calls are returned within 24 hrs :)
Business categories
- Insurance
- Financial Advisory Services
Location Type
Branch
Revenue
$1,500,000 - $1,750,000
Employees
2 to 4
Years In Business
20
Additional information
Certified Estate & Trust Specialist (CES), Insurance Agent, Investment Advisor Representative (IAR) (CSA)
Rating
Browse U.S. states for Estate Planning
