Navigate Financial
Financial Services • 
Lacey, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 3663 College St SE, Suite B, Lacey, Washington 98503, US |
| Phone number | +13606288175 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Risk Management, Tax Planning, Business Succession Planning, Employee Benefits, Cash Flow Management, Retirement Planning, Insurance, Estate Planning, Retirement Income Planning, Charitable Giving, Social Security Analysis, Tuition Planning |
| Employees | 1-10 |
Key Contact at Navigate Financial
Nancy J. Lapointe
Founder, CERTIFIED FINANCIAL PLANNER™ Practitioner
Navigate Financial Email Formats
Navigate Financial uses 2 email formats. The most common is {first initial} (e.g., j@navigatefinancialnw.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@navigatefinancialnw.com | 66.7% |
{first name} | john@navigatefinancialnw.com | 33.3% |
About Navigate Financial
Navigate Financial is a holistic financial planning company that provides comprehensive guidance and support to clients in all areas of their financial lives. Our areas of expertise include cash management, investments, retirement planning, tax planning, estate planning, business succession planning, risk management, insurance, tuition planning, and charitable giving. We understand that every individual's financial journey is unique, and we work with our clients to create personalized plans that reflect their goals, values, and priorities. We provide unbiased and objective advice by putting our clients first and helping them avoid unnecessary risks while remaining committed to building long-term relationships based on trust, transparency, and open communication. Our team is dedicated to helping our clients navigate through life's journey with purposeful financial decisions. We provide the tools and knowledge necessary to help you handle the unexpected challenges that may arise, as well as the expected squalls and tempests that occur on any journey. Our goal is to empower you to achieve what is truly important to you. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,HI,ID,IA,IL,IN,MA,MN,MT,NM,NY,OH,OR, and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network® ,Member FINRA, SIPC, a Registered Investment Advisor. Financial planning services offered through Navigate Financial Inc., a WA Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth. Navigate Financial, 3663 College St. SE, Ste. B, Lacey, WA 98503. 360-628-8175 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.
Navigate Financial revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Navigate Financial has never raised funding before.
Spain
United Kingdom
Canada
India
Australia
Frequently asked questions
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