Founded in 2004 by Bob K Ochsenhirt, Jr. and Bart A. Lamm, The Navigation Group is an independent financial services firm based in Pennsylvania. The company focuses on providing personalized financial guidance and strategies to help clients achieve financial independence. Their core services include investment management, retirement planning, estate conservation, and providing insurance and annuity products. They operate as an office of Cetera Advisor Networks LLC, utilizing its resources while maintaining an independent approach to client service.

Founded in

United States