Professional Financial Advisors Inc

Williams Financial Advisors is a financial services firm that provides a wide range of services, including investment, tax, insurance, retirement, and financial planning. The firm is located in San Juan Capistrano, CA and has a team of experienced financial professionals who can help clients achieve their financial goals. The firm offers a variety of investment services, including portfolio management, asset allocation, and retirement planning. Williams Financial Advisors can also help clients with tax planning and insurance needs. The firm's financial planners can help clients create a financial plan that meets their individual needs and goals.

Navigoe is a boutique financial planning firm located in Redondo Beach, CA. Founded in 1996 by Scott Leonard, a CERTIFIED FINANCIAL PLANNER, Navigoe aims to provide comprehensive financial advice free from conflicts of interest found in larger banks and brokerage firms. With a focus on delivering personalized service, Navigoe sets itself apart by offering the expertise and resources of a large firm while maintaining a boutique size that allows for direct involvement from Scott Leonard in the planning process for all clients. Scott Leonard, along with the team at Navigoe, is dedicated to helping clients successfully execute their financial goals. With a passion for both finance and helping people, Scott brings a unique perspective to the firm. In addition to his extensive experience in the financial services industry, Scott's personal experiences, such as his three-year world sailing adventure with his family, contribute to his understanding of the importance of planning and executing dreams and goals. Navigoe's commitment to staying on the leading edge of retail financial services and Scott's involvement in study groups with other top wealth management firms further demonstrate the firm's dedication to advancing their knowledge and providing the best possible service to their clients.Generated from the website