Jeff Navarro, Financial Advisor located in Smithfield, NC

Financial Advisor
Jeff Navarro

CFP®, CEPA®
545 Venture Dr Suite 101, Smithfield, NC 27577opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Dawn Beasley
    Sr. Branch Office Administrator
    FPQP®
  • Lisa Duffy
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 934-0200

Fax

(877) 786-1977

Office Address

545 Venture Dr Suite 101
Smithfield, NC 27577opens in a new window

Mailing address

P O Box 2381
Smithfield, NC 27577

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