Navigon Financial/Kyle Mitchell
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Business description
100 yr. old financial services and life insurance firm.
Navigon Financial was founded in 1912 and is based in RTP. Kyle Mitchell has been in the financial services industry for 7 years and runs a private practice within Navigon. Kyle came to Navigon because of the established resources, but also because he has the flexibility to truly due what is best for his individual clients without having to push a particular product or service. While he has experience helping individuals with a wide variety of financial issues, Kyle has built his practice on 3 main areas. He helps families and individuals who may need a trusted resource when it comes to life and disability insurance and the questions they entail. He also specializes in working with individuals who needs guidance and at retirement would like their $600,000 nest egg to work like it were $1,000,000. Kyle also is very proven in helping individuals near or actively in retirement take income in a manner that is efficient, but also provides conservative growth, and he often helps these same individuals with their legacy/charitable planning. Kyle Mitchell resides in the Southern Wake County area and is actively involved in spending time with his family and children. He is a member of multiple professional and philanthropic organizations in the Raleigh-Durham area.
General information
- Business Services Insurance Life Insurance Life Insurance, Nec
Estimated number of employees: | 50 to 99 | |
City / suburb: | Durham, NC | |
County: | Durham |
Holistic Planning, life insurance, Buy-Sell Agreements, Income and Tax Efficiency Planning, Charitable Giving
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