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Financial Navigators Inc.

Headquartered in LITTLETON, MA

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Firm Information

Financial Navigators Inc. is an investment advisor with 6 investment adviser representatives. The firm manages approximately $182,162,384 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

Financial Navigators Inc.

$182.16M

Assets Under Management

1,078

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting/coaching/student loan advisory

Consulting/coaching/student loan advisory

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of client's income

Branch Locations (4)

FINANCIAL NAVIGATORS INC. has a total of 4 branch locations across the country.
location

Quincy, MA

location

BOLTON, MA

location

LITTLETON, MA

location

DENMARK, ME

Advisors at Financial Navigators Inc.

View All 4 Advisors
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Cynthia Susan Legault

CFP®, RA

LITTLETON, MA

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Mariah Marie Maines

RA

Quincy, MA

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Casandra Ann Johnson

RA

LITTLETON, MA

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Disclosures

There are no public disclosures for Financial Navigators Inc..

Frequently Asked Questions (6)

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