Melissa Illingworth
Director of Client Services at Nav Advisors
Melissa Illingworth's Professional Contact Details
Email (Verified)
****@navadvisors.com
HQ
(941) 306-4499
Location
Port Charlotte, Florida, US
Company
Nav Advisors
Person Seniority
director
Melissa Illingworth's Current Company Details
Nav Advisors is an independent financial firm providing full service financial, tax, and estate planning. Our mission is to help retirees build, protect and preserve their assets. At Nav Advisors w...
Nav Advisors is an independent financial firm providing full service financial, tax, and estate planning. Our mission is to help retirees build, protect and preserve their assets. At Nav Advisors we specialize in the universe of conservative investments and creating income generating portfolios for retirees and people nearing retirement. Our strategy: To increase cash flow and net worth while minimizing taxes for our clients. Benefits to our clients: *Perspective *Performance *Personal Service The Planning Process: *Identify client needs and goals *Assist in design *Implement a plan of action *Monitor and revise the plan as needed.
Founded Year
2004
Organization Website
navadvisors.com
Organization Languages
English
Current Technologies
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financial
tax
estate planning
conservative
income generating solutions
finance
law practice
legal services
Melissa Illingworth's Work History and Education
NAV Advisors
Director of Client Services
2013 - Present
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