World Financial Group

Patriot Wealth Management is a financial advisory firm based in Torrance, CA, specializing in wealth management services for individuals and families. With a focus on personalized financial planning and investment strategies, Patriot Wealth Management aims to help clients achieve their long-term financial goals and secure their financial futures. Generated from their business information

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