NavStar Financial Services
NavStar Financial Services

A Financial Firm Centered on our Customers!

Serving the Lake Norman area, NavStar Financial Services is an independent firm owned and operated by Larry Jones, ChFC CLTC. Whether you are approaching retirement, and looking for ways to protect your lifestyle and legacy, or a young person just starting your financial journey, we can help you reach your goals. 

         We are not captive to any financial firm

Why is that a good thing? Because that leaves us free to research the multitude of solutions that are offered by a large variety of nationally recognized financial services firms. 

In other words, we work for our clients, and not Wall Street or an insurance company!

Contact us today to find out why NavStar could be the right fit for you!

Our expertise in financial planning extends to:

> Short and Long Term Tax Strategies

> Advanced Estate Planning and Trust Solutions

> Planning for Retirement Needs

> Employer-Offered Benefit Plans

> Business Planning

> Investments

> Insurance Planning

> Medicare and Medicaid

> Asset Protection   

NavStar is a member of the Charlotte Better Business Bureau and the Mooresville-South Iredell and Lake Norman Chambers of Commerce

  
* Larry is a fee-based financial planner

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You should always consult an attorney or tax professional regarding your specific legal or tax situation. NavStar Financial Services is not engaged in the practice of law. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through NavStar Financial Services. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company, Security Benefit Life Insurance Company and ED&F Man Capital Markets. Copyright 2016 NavStar Financial Services

Contact Us Today!

NavStar Financial Services

 

219 Williamson Rd.

Suite 2202

Mooresville, NC 28117

 

704 663 7482

 

e-mail:larry@navfs.com