Navigoe, LLC is a wealth management firm with a team of CERTIFIED FINANCIAL PLANNER™ professionals based in Redondo Beach, California. They provide comprehensive services including investment consulting, tax planning, and estate planning to help clients invest with confidence, reduce taxes, and plan their legacy. The firm offers unbiased advice as it does not receive commissions or referral rewards. Clients, many of whom are long-term, report being very happy with the results. They describe strong, trusting relationships and highlight the team's sound advice, financial expertise, and calming approach through market fluctuations. The atmosphere is noted as comfortable, non-intimidating, and friendly. The team is praised for being extremely knowledgeable, responsive, supportive, and pleasant to work with, reviewing and adjusting plans to meet client needs and wants. Clients feel their money is in safe hands, which provides significant peace of mind for retirement and beyond. Many state they trust the team implicitly and highly recommend Navigoe for financial management.
Painstakingly explained all details of our new creative game plan very carefully.
July 2024
It’s always a pleasure to meet with Eric! We discussed setting up a Trust and as always he was very informative!
June 2024
Long time client, very happy with results. Strong relationships and financial expertise delivered in a comfortable, non-intimidating, friendly atmosphere. Highly recommend!
