Navigation Wealth Management, Inc. in Fort Collins, CO

Adam Brunin is a stellar financial planner. He has helped us to make make sound financial decisions that will positively affect our family and our future. Our knowledge of such topics is limited, but Adam always speaks to us in a way that fosters our understanding. He is honest, kind and has a knowledge of the financial industry that is unmatched. Our future is brighter and more secure because of the services he has provided us. We highly recommend Adam Brunin and Navigation Financial Services' we wouldn't trust anyone else with our financial future. Eric and Jacquelyn Walz

Honestly these people don't really know what to invest you in. My 5-6 year annualized average return was under 2% from 2008-2013. The big rally in 2013 was completely missed by these guys. They put my portfolio in bonds and cash to preserve cash despite me telling them years ago that I am young and as such a super aggressive investor. You can do better on your own by investing in some low fee funds. Then when I was moving some money out of the fund to try a different investment approach, I needed some info from my account and sent an email which was completely ignored I assume since I was pulling money out. So I pulled out the rest and closed the account. No sense wasting my time investing with them anymore.

Adam Brunin has guided my portfolio for over 10 years. With the heart of a teacher he will educate as well as listen to make sound strategy decisions together. Aligning to market changes, Adam is constantly studying ways to achieve the best performance in a challenging environment. Verifying strategies before implementing keeps risk low and opportunity high. Where there can be no guarantees, I trust Adam to be working for the best outcome as his fees are not commission based. Growing my portfolio we both win.