Navigate Financial

Reviews

• DL

  Doniel Lovely

  Sep 18, 2025
  5.0
  Derrick has been a great advisor that has been helping manage our finances for year. He is very knowledgeable and trustworthy
• MM

  M.E. Meehan

  Jul 26, 2024
  5.0
  My husband and I have trusted Navigate Financial and Derek Lawson with our investments for almost a decade. Working with Derek is one of the best decisions that we could have made. We knew Derek before he started Navigate Financial and were already aware of his personal and professional expertise. In fact, the entire group at Navigate Financial is responsive and trustworthy which is reassuring that we made the right choice.
• AL

  adriana leikind

  Jul 3, 2024
  5.0
  Derek Lawson from Navigate Financial is someone I’ve trusted for years. Not only does he invest my money, but he guided me through major milestones in my life, like a divorce and the purchase of a new house. He will go the extra mile, dot the “Is” and cross the “Ts”. Derek is pleasant, approachable and explains things to me in a way I can understand. He answers as many questions as I might have, and always makes me feel welcome. I strongly recommend Derek and Navigate Financial.
• AT

  Adrian Thomas

  Apr 25, 2024
  5.0
  Navigate Financial is on a mission to "Instill Confidence, Build Trust and Reinforce Value" and they're not playing around. Many may know the basics of Investing 101, but a bona fide professional can have a tremendous impact on your retirement planning and success. When it comes to thinking outside the box, Derek is My Man.