Personal Investing

Whether you are saving for a personal account, a child’s education or retirement—rest assured that the Navisis Financial advisor has the tools, the independence, the ingenuity and the integrity to help you succeed. Navisis Financial serves a wide variety of client needs through:

Services
Asset Allocation
Asset Management
Portfolio Analysis
Estate Planning
Money Market Accounts
Trust Funds

Products
Corporate Bonds
Exchange Traded Funds (ETF)
Government Bonds
Municipal Bonds
Mutual Funds
Options
Stocks

  

Retirement Planning
Individual Retirement Accounts
401(k) Employee Plans
Profit Sharing Plans
Simplified Employee Pension Plans
Roth IRA plans
529 Education Plans
403(b) Retirement Planning
Keoghs

Variable Insurance
Variable Annuities
Variable Life Insurance
 
  Securities offered through National Securities Corporation, Member FINRA/SIPC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company. Investment Advisory Services offered through National Asset Management, Inc., a SEC Registered Investment Advisor and affiliate of National Securities Corporation. Some accounts may be held at National Financial Services, LLC. Navisis Financial is not an affiliate of National Securities Corporation or National Asset Management. | LEGAL INFORMATION | CONTACT US | CAREERS|