Been to many, many advisors and seminars over the years, but not until coming across Myles…read moreO'Reilly, at NWM, did I find someone who can put it all together for you in his self-designed spreadsheet that includes every form of asset and pension including Social Security you may be entitled to. Check out Claim Wise on FB to catch Myles live. He will open your eyes! Consider yourself lucky, if you can become a client, he is that good!

From the owner: At Navigation Wealth Management (NWM), we teach and educate people how to create multiple streams…read moreof income in retirement; helping them to retire with dignity and choices; giving them options when planning to pass their hard earned assets to the next generation with tax efficiently and without burden.

Absolutely the best financial planner you could find. Lucas truly cares about our financial well…read morebeing. We've been working with Lucas for over 2 years now, and so far he has helped us successfully pay for our wedding (out of pocket) while still meeting cash flow requirements of day to day life. My wife and I have found especially helpful his keen ability to find clever ways of reorganizing debt for minimal interest while also making sure that the payments are affordable. His approach is truly catered to each of his clients and I can safely say that without Lucas' help my wife and I would be much more confused about our financial direction. We are looking forward to many more years of work with Lucas!

Lucas is an amazing financial planner and I would recommend him to anyone and everyone. He truly…read morecares about me and my family not just in the financial aspect but also us as people. We have saved so much money just in the short time we have worked with Lucas just by getting organized. I am feeling like our future is looking bright and full of abundance due to his guidance. I used to feel like I could do this on my own but I found that having a financial planner is well worth the investment!!! Thanks Lucas!

I called.. they said they are not tax advisor.. i dont understand why they posted on their website…read morestated tac advisor.. the person on phone sound very rude!

Wendy has been our financial advisor for several years now. Always looks out for our best interest…read more Calls me when she thinks there is something that needs adjusting. Very helpful in planning for retirement and making sure we are on track. Glad we are in good hands with Wendy.

They don't trust their own agents to go and visit 98-year old clients to confirm Identity. You…read morehave to pay a mobile notary to get access to YOUR money. They will reimburse but time and inconvenience. This is just flat out idiocy to arrive at a satisfactory solution of confirming and elderly couple. There is no common sense only BS bureaucracy.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

want to thank your team for helping us get a mortgage for our new home. it was a struggle but we…read moremade it thanks to you and your team

Beware beware beware all I can say they talk a good talk. If someone is not using your services…read morehaven't called you responded to you that means that they're no longer using your services. However, these people will keep billing your card billing your card billing your card until they get payment beware. They kept billing my several times in the morning and I I'm assuming wasn't getting any payment that way they went to billing it at night time mind you I paid them $100 to get things started to submit reviews and things like that to credit bureau. I'm guessing they're disputing things nothing from them was removed from my by the way so I paid them $150 for what nothing some companies are greedy so I just told him just to keep it they need the money.