Navigon Financial Group, Inc.

Is a professional financial services firm, specializing in helping individuals and businesses meet their unique financial objectives through investment strategies, insurance needs and financial counseling. We pride ourselves on maintaining long-term, lasting relationships built on integrity and fostered by trust. Over the years we’ve worked with thousands of individuals, professionals and business owners in North and South Carolina and have earned a reputation for thoroughness and objectivity. We require our associates to maintain high ethical standards as they assist clients in achieving their financial goals.

Our Background

In 1912, a group of insurance professionals who were driven to provide quality insurance products and services founded Paul Schenck and Associates. The business steadily grew through the 1900’s to become Navigon Financial Group, Inc.

Our Philosophy

Our philosophy is one of financial diversity. We believe independence cannot be achieved solely on one’s ability to “earn a living”. Using our many state-of-the-art resources, we can assist our clients in asset allocation, accumulation, conservation and distribution.

Our firm was founded on the belief that proper planning will enhance net worth, helping make financial independence a reality.


3025 Carrington Mill Blvd. Suite 150,   Morrisville, NC 27560   info@navfin.com   (866) NAVIGON   (919) 941-6263  |