| Location |
| 355 Second Street, Suite B |
| Hours |
| Monday - Friday: 9am - 5pm |
| Phone |
| (530) 297-7441 |
| (530) 297-7456 (fax) |
| Website |
|
|
| Owner(s) |
| Joel A. Larsen, CFP®, AIF® |
| Established |
| 2004 |
Navion offers personal and business services in relation to financial planning.
Services Offered
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Retirement Planning
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Education Planning
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Estate Planning
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Long-term Care Planning
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Budgeting/Cash Management
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Debt Management
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Risk Management/Insurance Reviewing
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Tax Planning
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Employee Stock Option Advice
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IRA Rollovers
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Employer Retirement Plan Services
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Educational Seminars
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Life, Disability, and Long-term Care Insurance
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Executor Assistance
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Advice for Non-Profits
Financial planning through Navion Financial Advisors, A Registered Investment Advisor.
Joel A. Larsen, CFP®, AIF® is a Registered Principal with and offers securities through LPL Financial Member FINRA/SIPC. CA Insurance License #0C59477
LPL Financial does not render legal accounting, or tax advice. Please consult your tax or legal advisors before taking any section that may have tax consequences.
Insurance products are available through insurance subsidiaries of LPL Financial and other underwriters. Not available in all states.
Davis contains many companies providing business to business services.
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