Navisis Financial

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This is the sort of boiler room marketing operation that can turn your good mood into one of irritation and anger with their unsolicited phone calls.

It's been a year and this review for Navisis Financial has been long overdue - so here it is. Then again, this is the kind of business anyone with due diligence will wait on before reviewing.



Our local municipality is filing for bankruptcy. You may have heard of it - Detroit. My wife and I have been talking a lot to our friends about where and how to invest. How to find out the best options to make our money grow, who to trust in safeguarding it in volatile times, and most of all how we can rest assured for a brighter financial future.



My cousin in Chicago has been investing his capital with Navisis Financial since 2010, just after the worst of the recession was over. He has grown his money steadily since then, seeing returns that most of his co-workers and me alike have envied. Unlike many other investment companies, they helped him weather the storm of the recession, with HIS best interests in mind. He has been recommending Navisis Financial to me since then, while I have been considering, and saving.



Enter present day 2013. My wife and I are celebrating both our 1-year wedding anniversary as well as our 1-year mark with Navisis as our brokerage firm. Alas, we pulled the trigger on two big decisions of our lives a year ago, and I could not be more content about either (though my wife could improve her meatloaf recipe). To this day, I have been able to keep a constant tab on my growth, fees, and detailed maps on where and how my money is moving. What I appreciate most about Navisis Financial is I can tell they treat me with the same patience, respect, and priority as their largest clients. They have built a personal business relationship with me based on trust, and have never given me the hard sell on anything. I see why my cousin chose them over hundreds of comparable companies in the Midwest.



So whether you need help with asset management, retirement planning, trusts, bonds, annuities, etc., the experts at Navisis Financial are knowledgeable and take their profession seriously. They are not playing with peoples' money to skim off the top - they are placing themselves in their client's shoes. My return in just a year with them has far outweighed any other low-risk options (CDs, mutual funds, etc.) that I have researched out there. If they can get me this kind of a return in 1-year, I am willing to stick with them for the long haul. So, happy anniversary with you Navisis, here's to the future. Oh, and to the wifey, I love you too!

I know these are independent advisors and every one there is different, but I hired a team there of chad k. & ken s. who have done all I could ask for. After a year trial vs. a major firm they beat them performance wise and actually called and serviced my small account. I am moving my real mo ey over that they are not aware of.

This company constantly calls me even though I have asked them to put me on their do not call list every time. They argued with me telling me they are not telemarketers but they are just calling to get you to invest with them. Judging by the number of times they have called me and ignored my wishes to be put on their do not call, I don't think that they could be that smart with investments.