Navigators Advisory Group
Navigators Advisory specializes in working with privately held business owners with four areas of planning (exit/succession planning, estate planning, work optional/phase 2 planning, and investment planning). Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc, Member FINRA/SIPC. 130 Springside Drive Suite 300 Akron, OH 800.765.5201 Navigators Advisory Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities or Navigators Advisory Group and have not been approved prior to posting. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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Verified contacts
13
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- DC
Dylan Costello
Financial Strategist · Finance & Accounting
EmailPhone - GL
Grason Lanz
Financial Planner · Finance & Accounting
EmailPhone - JT
Jasmine Trogman
Client Services Coordinator · Other
EmailPhone - BH
Brent Hill
Financial Strategist · Finance & Accounting
EmailPhone - LC
Lauren Costello
Client Services Coordinator · Customer/Client Service
EmailPhone - MG
Mark Giraud
Financial Advisor · Finance & Accounting
EmailPhone - BJ
Ben Julianel
Founder CEO · Other
EmailPhone
Showing 7 of 13 verified contacts
Top roles at Navigators Advisory Group
8 distinct titles indexed · top 8 shown.
- 3client services coordinator
- 2financial strategist
- 1financial advisor
- 1financial planner
- 1founder ceo
- 1founder/ceo
- 1member services representative
- 1practice associate
Sign up to unlock all 13 contacts at Navigators Advisory Group
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