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Wealth Navigation Advisors
- San Diego, CA
About this business
As experienced CFP®s, we manage more than money. Our holistic advisors aim to understand each client’s values and define their objectives to create tailored plans. This unique approach involves closely listening to what clients need, then determining how we can add more value to help them feel good about their financial situation and beyond. Located in San Diego County, our office serves clients across the United States. Wherever you happen to be in life, We can help you gain confidence and security in your personal finance... read more
Location details
6265 Greenwich Drive, Suite 251, San Diego, CA, 92122, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have worked with John and now Taylor as well for about 30 years. I would never change Advisors. They listen well, get back to you asap and are incredibly knowledgeable on a variety of subjects. If you item is not their specialty, they have people you can also trust to help you out. Couldn't live without them. If there were more than 5 stars I would give them the maximum.
Professional and very knowledgeable. They go out of their way to help me understand the process of managing my account. And helped me understand conversions.
Frequently asked questions about Wealth Navigation Advisors
How is Wealth Navigation Advisors rated?
Wealth Navigation Advisors has a 5 star rating with 4 reviews.
When is Wealth Navigation Advisors open?
Wealth Navigation Advisors is open now. It will close at 5:00 p.m.