BBB Business Review
Are You the Business Owner of Navigation Wealth Management?
If yes, click here to login.
BBB Accredited Business since
Phone: (970) 672-1236 Fax: (970) 672-1236 3500 John F Kennedy Pkwy Ste 300, Fort Collins, CO 80525
BBB Business Reviews may not be reproduced for sales or promotional purposes.
Financial Stewards Wealth Management offers registered investment advisors, retirement planning, financial planning and investment advising.
Request a Quote
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 16 factors. Get the details about the factors considered.
Factors that raised the rating for Navigation Wealth Management include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
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
Phone Number: (303) 894-7855
Fax Number: (303) 894-7885
Denver - Regional Office, 1801 California St Ste 1500, Denver CO 80202
Phone Number: (800) 732-0330
Type of Entity
Limited Liability Company (LLC)
Business ManagementMs. Chris Davies, Vice President Mr. Jim Davies, Office Manager Mr. Adam Brunin, President
Insurance Companies Life Insurance Companies Long Term Care Insurance Companies Senior Insurance Agencies Annuities Disability Insurance Agencies Financial Advisors Retirement Planners Insurance Services Financial Services Investment Management Investment Seminars Financial Planning Consultants
Service AreaThis company serves Northern Colorado including Weld and Larimer counties, as well as Boulder, Denver and Colorado Springs.
Alternate Business NamesDavies Insurance Navigation Financial Services Inc
Choice Plus Insurance and Financial Stewards merged entities on 6/20/2012.