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Navigation Wealth Management - Oconomowoc, Wisconsin

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 820 Summit Ave # A, Oconomowoc, WI 53066.
Phone: 2625632100.
Website: navigationwealthmanagement.net
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Navigation Wealth Management

Navigation Wealth Management 820 Summit Ave # A, Oconomowoc, WI 53066
☎️2625632100

⏰ Open Hours of Navigation Wealth Management

  • Monday: 8 AM–6 PM
  • Tuesday: 8 AM–6 PM
  • Wednesday: 8 AM–6 PM
  • Thursday: 8 AM–6 PM
  • Friday: 8 AM–6 PM
  • Saturday: 10 AM–2 PM
  • Sunday: Closed

Navigation Wealth Management

Address: 820 Summit Ave # A, Oconomowoc, WI 53066.

Phone: 2625632100.

Website: navigationwealthmanagement.net.

Specialties:

Financial planner.

Other points of interest:

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom
  • Appointments recommended

This company has 9 reviews on Google My Business.

The average opinion is 5/5, indicating a high level of customer satisfaction.

Navigation Wealth Management is a trusted financial planning service that caters to individuals seeking expert guidance on managing their wealth. With a decade of experience, the team at Navigation Wealth Management has developed a reputation for being easy to work with, communicative, and honest in their dealings. What sets them apart is their genuine interest in helping clients develop wealth and maximize their financial potential.

Individuals seeking a personalized approach to financial planning can feel confident in choosing Navigation Wealth Management. The company's commitment to building long-term relationships with clients is evident in the testimonials from satisfied clients who have worked with Luke, the financial planner. These clients appreciate the personalized attention and expertise that Navigation Wealth Management provides.

Navigation Wealth Management is conveniently located at 820 Summit Ave # A, Oconomowoc, WI 53066, and can be reached by phone at 262-563-2100. Their website, navigationwealthmanagement.net, offers additional information on their services and expertise.

Why choose Navigation Wealth Management

Navigation Wealth Management offers several attributes that make it an attractive option for individuals seeking financial planning services:

  • Expertise in financial planning
  • Personalized attention
  • Convenient location
  • Experience and reputation
  • Communication and honesty

With Navigation Wealth Management, individuals can trust that they are in good hands as they navigate the complex world of financial planning.

👍 Reviews of Navigation Wealth Management

Navigation Wealth Management - Oconomowoc, Wisconsin
Sarah S.
5/5

I’ve know Luke for about 6 years and have been a client of his for 4 years. I grew up with parents that ran their own financial planning services, so when the time came for me to utilize someone, I knew the advantages of working with someone who is directly accountable to you. Luke and his team have been easy to work with, communicate well, and honest in all they have done. It’s clear they genuinely care about helping you develop wealth and maximize your finances. I interviewed a lot of financial planners before choosing Luke and I am wholeheartedly pleased with my decision.

Navigation Wealth Management - Oconomowoc, Wisconsin
diane W.
5/5

Meeting with a financial planner was a new experience for me, so I was nervous about talking to an advisor regarding my investment options for retirement. Luke Will and his team immediately put me at ease…taking the time to understand my needs, answering all my questions, and creating the best strategy for my financial well-being. Everyone I’ve worked with has been friendly, caring, and knowledgeable. I highly recommend Navigation Wealth Management to anyone needing financial planning services.

Navigation Wealth Management - Oconomowoc, Wisconsin
Stephanie K.
5/5

Luke and his team treat have treated us as if we were their top client since our first interaction. The extra level of service they provide is so unique in customer service these days. They came to our house on our time (pre-Covid). Later we met via zoom and delivered the same level of service. They are always quick to respond to our questions. We feel confident about our financial future since investing with Luke!

Navigation Wealth Management - Oconomowoc, Wisconsin
Luke W.
5/5

I've had nothing but a positive experience with Luke Will and Navigation Wealth Management. Good people and I trust that they have my best interests in mind.

Navigation Wealth Management - Oconomowoc, Wisconsin
Kevin D.
5/5

Luke and Curt are awesome to work with and really care about my family and I. I trust their advice and recommendations. Their attention to details and fantastic customer service is second to none. I highly recommend them!

Navigation Wealth Management - Oconomowoc, Wisconsin
Steven L.
5/5

Luke and his great team are incredibly smart, thoughtful, creative and thorough. There is no one else in the industry I would recommend.

Navigation Wealth Management - Oconomowoc, Wisconsin
Pedro G.
5/5

Trust, innovation, charity work

Navigation Wealth Management - Oconomowoc, Wisconsin
Clint R.
5/5

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