Company Overview

Company Overview

Financial Navigators, Inc. is a Consulting, Financial Planning and Wealth Advisory firm registered in Massachusetts, New Hampshire, and Vermont, and serving over 15 states across the country. We offer two business lines, corporate consulting services, and financial planning and wealth management for individuals and families. Over 15,000 employees and 100 individual clients take advantage of our services. We employ 9 people who enjoy working out of their homes in our entirely virtual environment.

Our firm is comprised of:

• Four Consultants/Financial Planners/Wealth Advisors,

• Two Client Service Managers,

• One Scheduling Manager,

• One Systems Manager, and

• One Office Manager.

We feel as strongly about having fulfilling and enjoyable work-lives as we do about providing quality service to our clients. This combined work/client focus permeates our professional lives and results in both satisfied clients and long-term satisfied employees.