What is Financial Navigators, Inc.'s NAICS code?

Financial Navigators, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Niche Client Focus Financial Navigators specializes in serving clients with complex estates and unique planning needs, presenting opportunities to cross-sell advanced estate and elder care planning services to high-net-worth individuals and families.

Technology Integration Utilizing popular platforms such as WordPress and Outlook Web App, the company leverages modern technology to enhance client communication and online presence, indicating potential for further digital service integrations and marketing tools.

Growth Potential With a revenue range of 1 to 10 million dollars and a small team of 2 to 10 employees, there is significant room for expansion into larger markets and additional financial products to increase revenue streams.

Market Positioning Operating in the financial services industry alongside major players like Fidelity and Charles Schwab suggests an opportunity to differentiate through personalized advisory services and specialized estate planning expertise to attract affluent clients.

Client Education Focusing on complex estate issues and legal navigation indicates a need for comprehensive client education and content marketing strategies, which could be used to attract new clients seeking trustworthy, knowledgeable financial guidance.

Similar companies to Financial Navigators, Inc.

Financial Navigators, Inc. Tech Stack

Financial Navigators, Inc. uses 8 technology products and services including WordPress, Outlook Web App, Font Awesome, and more. Explore Financial Navigators, Inc.'s tech stack below.

WordPress
Content Management System
Outlook Web App
Email
Font Awesome
Font Scripts
OWL Carousel
Javascript Libraries
jQuery Migrate
Javascript Libraries
WPBakery
Page Builders
Bootstrap
UI Frameworks
Animate.css
UI Frameworks

Media & News

Financial Navigators, Inc.'s Email Address Formats

Financial Navigators, Inc. uses at least 1 format(s):

Financial Navigators, Inc. Email Formats	Example	Percentage
First.Last@financialnav.com	John.Doe@financialnav.com	33%
First@financialnav.com	John@financialnav.com	23%
FirstLast@financialnav.com	JohnDoe@financialnav.com	11%
First.Last@financialnav.com	John.Doe@financialnav.com	33%

Frequently Asked Questions

Where is Financial Navigators, Inc.'s headquarters located?

Financial Navigators, Inc.'s main headquarters is located at 11 Scott Road Littleton, Massachusetts 01460 United States. The company has employees across 1 continents, including North America.

What is Financial Navigators, Inc.'s phone number?

You can contact Financial Navigators, Inc.'s main corporate office by phone at

+1-770-998-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Navigators, Inc.'s official website and social media links?

Financial Navigators, Inc.'s official website is financialnav.com and has social profiles on LinkedIn.

What is Financial Navigators, Inc.'s SIC code NAICS code?

Financial Navigators, Inc.'s SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Financial Navigators, Inc. have currently?

As of December 2025, Financial Navigators, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include President: C. L.President: C. T.Owner: K. T.. Explore Financial Navigators, Inc.'s employee directory with LeadIQ.

What industry does Financial Navigators, Inc. belong to?

Financial Navigators, Inc. operates in the Financial Services industry.

What technology does Financial Navigators, Inc. use?

Financial Navigators, Inc.'s tech stack includes WordPressOutlook Web AppFont AwesomeOWL CarouseljQuery MigrateWPBakeryBootstrapAnimate.css.

What is Financial Navigators, Inc.'s email format?

Financial Navigators, Inc.'s email format typically follows the pattern of First.Last@financialnav.com. Find more Financial Navigators, Inc. email formats with LeadIQ.

When was Financial Navigators, Inc. founded?

Financial Navigators, Inc. was founded in 1996.

Financial Navigators, Inc.

Q: How many employees does Financial Navigators, Inc. have currently?

Financial Navigators, Inc. has approximately 8 employees.

Q: What technology does Financial Navigators, Inc. use?

Financial Navigators, Inc.'s tech stack includes jQuery, Microsoft IIS, Bootstrap, reCAPTCHA, Google Maps.

Financial ServicesMassachusetts, United States2-10 Employees

At Financial Navigators, our clients know that we have one goal - to make their hard work pay off with financial security and reward. That's why many people who have complex estates turn to us for advice. Whether we are helping clients plan for a fulfilling retirement, issues with elder care, a special needs child or helping non-traditional couples navigate through the legal questions of their planning, Financial Navigators helps people find solutions that work.