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Business Profile

Financial Planning Consultants

Navigation Financial Group

About

About This Business

We are a full service financial planning and wealth management firm. We help people and businesses create great lives and achieve their dreams and goals.

Products and Services

Full investment advisory services, insurance products, managed accounts, holistic financial planning, company retirement plans, and more

Business Details

Local BBB:
BBB of Amarillo
BBB File Opened:
8/31/2006
Business Started:
10/1/2003
Business Started Locally:
10/1/2003
Business Incorporated:
10/11/2001
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Navigation Financial Group of Amarillo, LLC
Business Management:
Mr. Johnny Moore, Branch Manager

Additional Contact Information

Principal Contacts
Mr. Johnny Moore, Branch Manager
Customer Contacts
Mr. Johnny Moore, Branch Manager
Fax numbers
Primary Fax: (806) 331-2604

Licensing information

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.

BBB records show a license number of 1214462 for this business, issued by Texas Department of Insurance. The expiration date of this license is 10/31/2025.

Texas Department of Insurance

333 Guadalupe

Austin TX 78701

BBB records show a license number of 941885 for this business, issued by Texas Department of Insurance. The expiration date of this license is 11/30/2025.

Texas Department of Insurance

333 Guadalupe

Austin TX 78701

BBB records show a license number of 916897 for this business, issued by Texas Department of Insurance. The expiration date of this license is 9/30/2025.

Texas Department of Insurance

333 Guadalupe

Austin TX 78701

BBB records show a license number of 1307054 for this business, issued by Texas Department of Insurance. The expiration date of this license is 7/31/2025.

Texas Department of Insurance

333 Guadalupe

Austin TX 78701

BBB records show a license number of CRD# 4703054 for this business, issued by Texas State Securities Board

Texas State Securities Board

208 E 10th St, 5th Floor (Rusk Building)

Austin TX 78701

Additional Information

Other Resources
Texas Department of Insurance
333 Guadalupe
Austin TX 78701
Phone Number: (800) 578-4677
https://www.tdi.texas.gov/

More Resources

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