Navigation Retirement Group
Finance · Arizona, United States · 1-10 Employees
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Overview
Headquarters
12115 N Oracle Rd Ste 151, Oro Valley, A...Phone Number
(520) 818-7822Website
www.navigationretirement.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Navigation Retirement Group
NRG Wealth Management is a privately-owned, fee-only, independent wealth management firm that focuses on providing comprehensive financial planning, investment management, retirement planning, and advanced estate planning services. They tailor their strategies to meet the unique needs of their clients, ensuring clarity and fulfillment in their financial matters. The firm aims to help clients achieve total financial independence while adapting to their evolving needs and circumstances. Their target clients include individuals seeking personalized financial advice and strategies for long-term growth and legacy planning.Explore more
Navigation Retirement Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Navigation Retirement Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Navigation Retirement Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Navigation Retirement Group.
Navigation Retirement Group Tech Stack
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NRG Wealth Management is a privately-owned, fee-only, independent wealth management firm that focuses on providing comprehensive financial planning, investment management, retirement planning, and advanced estate planning services. They tailor their strategies to meet the unique needs of their clients, ensuring clarity and fulfillment in their fina... Read More
