{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Kitty always helps me & I've enjoyed the business here. She is kind, always answers, & calls me back. She is working very close to (spot), diligently finding the pieces for my collection, & offering recommendations to fit my investment needs.I wish that lucky star's shine like gold near, and that health & lasting prosperity continue here for many years to come.”
“I was very impressed by the swift service I received and the excellent service I was given. Well worth the trip to talk to someone that set me up with a wonderful plan. I am nothing but happy. The first person I spoke to was Cam who directed me to his Manager. What a knowledgeable person she turned out to be.”
“Best customer service ever... I think all bankers from all banks should come here and take customer service lessons from Michael Balthazar... Mr. Balthazar went way beyond out his way to help and take care of a banking issue I had... I think the service is Way beyond valuable... Thank you Mr. Balthazar for your outstanding service and helping me out”
“This branch is lovely. Everyone is friendly and attentive. Sam Rogers is an excellent Investment planner and it’s a pleasure to work with him. He’s kind, thorough, patient, and a great communicator. Thanks Sam and everyone!”
“It is a top notch place. I went there for a new transaction which I wasn't familiar in setting up and they helped me step by step, and they were really professional. It was a jo doing a business with them in this location.”
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“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!”