navigation financial group of dallas texas

Founded in 1995, Navigation Financial Group is an independent financial services firm dedicated to providing personalized financial planning and wealth management. The firm operates on the principle of offering objective advice and customized strategies for individuals, families, and business owners. They focus on a process-driven approach covering investment management, retirement planning, estate planning, and insurance services. While operating as an independent entity, their securities are offered through Raymond James Financial Services, Inc., a major national broker-dealer.