“Been with Navigoe since 2003. Scott and Eric are great. As fiduciaries, they always act in the clients best interest and also don't sell commission based products. They've weathered us through a number of stock market downturns including the big crash of 2008. I trust them with the advice they provide. We're in retirement and as such they manage the distributions while also insuring the portfolio continues to grow. Eric listens and always answers my financial questions in a way that makes it easy to understand. With their guidance I feel confident that my savings will last as long as my wife and I live. I also feel confident that if I pass first, my wife will be in good hands to help her continue to manage the portfolio. When we chose a financial advisor firm our goal was that both of us have to feel comfortable talking to them and have trust in their advice. Couldn't be more satisfied!”
“Been with Navigoe since 2003. Scott and Eric are great. As fiduciaries, they always act in the clients best interest and also don't sell commission based products. They've weathered us through a number of stock market downturns including the big crash of 2008. I trust them with the advice they provide. We're in retirement and as such they manage the distributions while also insuring the portfolio continues to grow. Eric listens and always answers my financial questions in a way that makes it easy to understand. With their guidance I feel confident that my savings will last as long as my wife and I live. I also feel confident that if I pass first, my wife will be in good hands to help her continue to manage the portfolio. When we chose a financial advisor firm our goal was that both of us have to feel comfortable talking to them and have trust in their advice. Couldn't be more satisfied!”