Partner Case Studies

Institute for Private Investors - Industry Organization

Financial Navigator's partnership with IPI is mutually supportive and we share many of the same principles. Both organizations have a strong appreciation for the importance of investor education. FNI and IPI both realize that it is critical for investors and their advisors to have high quality continuing education and contact with other private investors.

McCabe & Totah, LLP - CPA Firm

Navigator enables us to have the kind of relationship with our clients that they want to have. We are able to stay on top of their situation without taking a lot of their time. We have achieved our goal of efficiently providing information and making us a more integral and important part of our client's financial team of advisors.