Brand Certified
Navigate Financial
5.0(13 reviews)
Certified by Navigate Financial • Oct 04, 2026
Business Details
3449 Lawrenceville-Suwanee Road, Suwanee, GA
30024, United States
Certified by Navigate Financial • Oct 04, 2026
(404) 890-5692
Certified by Navigate Financial • Oct 04, 2026
https://www.navigatefinancialllc.com
Certified by Navigate Financial • Oct 04, 2026
About
Certified by Navigate Financial • Oct 04, 2026
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
Certified by Navigate Financial • Oct 04, 2026
Hours
Certified by Navigate Financial • Oct 04, 2026
Monday8:30 AM - 4:30 PM
Tuesday8:30 AM - 4:30 PM
Wednesday8:30 AM - 4:30 PM
Thursday8:30 AM - 4:30 PM
Friday8:30 AM - 4:30 PM
SaturdayClosed
SundayClosed
Reviews
5.0
13 reviews
5 stars
13
4 stars0
3 stars0
2 stars0
1 star0
- CSCrissy ShatzelSep 23, 20265.0Derek has been my financial advisor for over a year and he has helped me understand where I am now and where I need to be for retirement. I was always afraid to deal with this, but he has made it simple and explained everything throughout the process. I can't say enough good things about him and if there were 10 stars, he would get them!!! Best financial advisor out there!
- CRCarol RileyJun 5, 20265.0I have worked with Derek Lawson as my financial planner for many, many years, at this point; not only helping me with investments, but also estate planning, recently. He has the ability to explain things thoroughly in a manner that is logical and easy to follow, and this instills confidence in me as the investor because I understand the plan. He operates as a fiduciary (operates in the best interests of the client), and that instills confidence as well. I also admire that Derek has obtained his MBA, which only enhance his skills and what he brings to his relationships with his clients. I highly recommend Derek and his staff, Tina and Carolina, who keep everything running smoothly.
- ALadriana leikindJul 3, 20245.0Derek Lawson from Navigate Financial is someone I’ve trusted for years. Not only does he invest my money, but he guided me through major milestones in my life, like a divorce and the purchase of a new house. He will go the extra mile, dot the “Is” and cross the “Ts”. Derek is pleasant, approachable and explains things to me in a way I can understand. He answers as many questions as I might have, and always makes me feel welcome. I strongly recommend Derek and Navigate Financial.
- LCLaura CofmanJul 1, 20245.0Navigate Financial is one of the most trustworthy financial companies I know. Derek Lawson and his team are honest, very friendly and efficient with everything. I know I can always count on Navigate Financial. I highly recommend them.
- KKKellyWJul 1, 20245.0Derek at Navigate financial is an incredible Advisor and care of our money and we would recommend to anyone!!!
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.
Brand Certified Facts from Navigate Financial
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Certified October 04, 2026Yext Knowledge Graph
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