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While many firms start with leading questions, we start with conversation. Some advisors start with your valuables, we start with what you value. At Navigation Group we start with why? Our experience has taught us that this simple question often leads us to the most amazing and important conversations; those that provide clarity and help to convey your experiences and what you hope to achieve. Even in the most challenging of times, our clients find confidence in knowing they have an advocate with decades of experience who will provide transparent financial reasoning. Itâ??s why we treat your wealth as we would our own, and why the only board of directors we answer to is the one that sits around your dinner table every night.
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BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Payment method
all major credit cards, cash
Neighborhood
Redwood Shores
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Phone: (650) 595-1700

Address: 3 Lagoon Dr Ste 110, Redwood City, CA 94065

Website: website

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