5.00 · 19 Bewertungen
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Jenevieve Polin
· vor 7 Tagen
Just wanted to share some thoughts about our experience with Stephen and Navalign – it's been such a breath of fresh air! Honestly, it’s been incredibly refreshing because it truly feels like we're just talking to a regular person who explains things in clear, plain English. Sometimes with previous advisors, or even others we interviewed, it felt like they were speaking in some kind of secret financial code that left us scratching our heads. There's none of that here, which is such a relief. They’re also incredibly on the ball. You send them an email, and boom – a quick response. And not just any response, but one that genuinely answers every single question, even if you’ve thrown a bunch of different things at them in one go. No more chasing up overlooked points, which is a huge time-saver. What we really appreciate is how much they genuinely listen. Stephen really takes the time to understand what's important to us, what our goals are, and any concerns we might have. From all that, they put together a super detailed plan that's incredibly easy to access and review online whenever we want. It feels truly tailored to us. And their technology? Seriously next level! They use this really smart financial modeling that can project things all the way through our expected lifespan. The best part is how interactive it is. We can easily update information, or even play around with different "what if" scenarios – it really puts us in the driver’s seat for our future planning. Plus, the fee structure feels really fair and transparent. We're not constantly being surprised by extra charges or getting "nickel-and-dimed" for every little consultation, which is a huge peace of mind compared to some other places. Oh, and the entire team there is just lovely. Everyone we've interacted with has been so courteous, respectful, and professional. I know these things might sound like basic expectations, but you’d be surprised how rare it is to find a whole team that consistently delivers on them. Overall, it’s been a really positive journey, and we feel so much more confident about our financial future with them guiding us.
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Justin Anderson
· vor 10 Monaten
David and his colleagues at Navalign manage my employer's 401k program. They have selected the best-performing funds with the lowest costs that I have ever had in a 401k program. David has provided sound advice regarding investment strategies tailored to my personal financial situation and retirement plans. I would recommend them to anyone looking for expert financial guidance from a fiduciary advisor.
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Mike Bednarsky
· vor etwa 1 Jahr
The staff at NWP have your best interest in mind. They’re transparent, thorough, and thoughtful. Even a mere consultation with them is insightful. Stephen and Kevin are passionate, proactive, and genuine in their pursuits to help you. I couldn’t recommend them enough!
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Steve Dyce
· vor mehr als 3 Jahren
My wife and I have the privilege of working with the Navalign Group, planning our current and future retirement goals. Arguably, we are not their most lucrative client, however, we always feel that we are a top priority, and that our business is valued. Stephen, and his excellent team, answer any, and all our questions in a prompt, courteous, and knowledgeable manner. Their advice is sound, relevant, and tailored to our specific needs. We did extensive research seeking an investment firm; our due diligence paid off. I hope everyone has the opportunity to experience this kind of 'kind customer care'. Great Job - ALWAYS!
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Hass Ghoneim
· vor etwa 5 Jahren
Hands down the best fiduciary financial planner in Los Angeles. It’s great working with them and I highly recommend Navalign.
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Abby
· vor mehr als 6 Jahren
Stephen was so helpful and informative about my ESOP rollover. He was genuine about wanting what is best for my individual situation and offered wonderful advice. He was able to break down the differences and pros and cons of each type of retirement plan and gave me some suggestions for where to start my financial investing journey. After our phone call he sent me a follow-up email listing several resources that I am excited to utilize. Thank you so much for your time and advice Stephen!
