Business Details
About
Financial PlanningFinancial ConsultantInvestment ServiceDivorce Service
At Navigate Financial we strive to help our clients achieve financial confidence through personalized holistic advice, designed to help them avoid avenues of failure.
Location
Hours
Reviews
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9 reviews
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- LPLadda PrinceNov 24, 20255.0I highly recommend Derek Lawson and his Team. They are great to work with and they always make me feel as if I was a part of their family. Love all the Birthday cards you send my entire family. Such a thoughtful gesture and we appreciate it. Easy to work with and very knowledgeable. Thank you Derek and Team.
- DLDoniel LovelySep 18, 20255.0Derrick has been a great advisor that has been helping manage our finances for year. He is very knowledgeable and trustworthy
- KKKellyWJul 1, 20245.0Derek at Navigate financial is an incredible Advisor and care of our money and we would recommend to anyone!!!
- DRDavid RLJul 1, 20245.0I have been a client of Derek Lawson through several institutions throughout his career and now LPL. He has kept me informed and regularly schedule conference calls. My experience with Derek and LPL is of confidence that my investments puts me foremost importance. I appreciate the values of LPL regarding their relationship with me as a client and never any surprises.
- ATAdrian ThomasApr 25, 20245.0Navigate Financial is on a mission to "Instill Confidence, Build Trust and Reinforce Value" and they're not playing around. Many may know the basics of Investing 101, but a bona fide professional can have a tremendous impact on your retirement planning and success. When it comes to thinking outside the box, Derek is My Man.
Frequently Asked Questions About Navigate Financial
What services does Navigate Financial provide?
Navigate Financial offers personalized holistic financial planning, consulting, investment services, and divorce-related financial advice to help clients achieve financial confidence and avoid financial failure.
Where is Navigate Financial located?
Navigate Financial is located at 3449 Lawrenceville-Suwanee Road, Suite E, Suwanee, GA 30024, USA.
What are the business hours for Navigate Financial?
Navigate Financial is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact Navigate Financial?
You can contact Navigate Financial by phone at +1 404-890-5692 or email derek.lawson@lpl.com.
Which payment methods are accepted at Navigate Financial?
Navigate Financial accepts American Express, Check, Discover, Mastercard, and Visa as payment options.
Does Navigate Financial have an online presence?
Yes, Navigate Financial has a website at https://www.navigatefinancialllc.com, a Facebook page at https://www.facebook.com/258567579367796, and an Instagram handle @dlaw.navfin.
Which areas does Navigate Financial serve?
Navigate Financial serves multiple areas including Lawrenceville, Johns Creek, Sugar Hill, Suwanee, Duluth, Atlanta, Norcross, and Buford in Georgia.
Are there any legal service providers near Navigate Financial?
Yes, nearby legal services include Goldstein Law Group, Law Offices Of Stephanie Salb PC, Spooner & Associates, P.C., Romanian Media Ministries, Staley Law Firm, Steve Adkins, Attorney At Law, and Pratt & Wall.
What insurance agencies are located near Navigate Financial?
Nearby insurance agencies include Zumach Insurance Agency, Lawrence Ongerth: Allstate Insurance, North Atlanta Insurance, Nationwide Mutual Insurance Company, Leeza Magdusian - Country Financial, and Allied Insurance Advisors.
Are there wellness and therapeutic services close to Navigate Financial?
Yes, nearby wellness options include Suwanee Therapeutic Massage, Ewing Massage & Bodywork, Yoga Dawning studio, and The Reiki Room spa, where clients can relax before or after financial consultations.