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BBB Accredited Business since

Navigation Wealth Management

Phone: (970) 672-1236 Fax: (970) 672-1236 3500 John F Kennedy Pkwy Ste 300, Fort Collins, CO 80525 http://www.navwm.com


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Description

Financial Stewards Wealth Management offers registered investment advisors, retirement planning, financial planning and investment advising.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Navigation Wealth Management meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

This business has been accredited since 2002 under the name of Choice Plus Insurance.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that lowered the rating for Navigation Wealth Management include:

  • Length of time business has been operating

Factors that raised the rating for Navigation Wealth Management include:

  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Navigation Wealth Management
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: August 22, 2002 Business started: 02/01/2014 in CO
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Colorado Department of Regulatory Agencies
1560 Broadway, Suite 110, Denver CO 80202
http://www.dora.state.co.us
Phone Number: (303) 894-7855
Fax Number: (303) 894-7885

SEC
Denver - Regional Office, 1801 California St Ste 1500, Denver CO 80202
http://www.adviserinfo.sec.gov/IAPD/Content/IapdMain/iapd_SiteMap.aspx
Phone Number: (800) 732-0330

Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Adam Brunin, President Ms. Chris Davies, Vice President Mr. Jim Davies, Office Manager
Contact Information
Principal: Mr. Adam Brunin, President
Principal: Ms. Chris Davies, Vice President
Principal: Mr. Jim Davies, Office Manager
Business Category

Insurance Companies Life Insurance Companies Financial Advisors

Service Area
This company serves Northern Colorado including Weld and Larimer counties, as well as Boulder, Denver and Colorado Springs.
Alternate Business Names
Davies Insurance Navigation Financial Services Inc
Business Management

Choice Plus Insurance and Financial Stewards merged entities on 6/20/2012.

X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.