Navigator Financial Services

Navigator Financial Services is a full-service financial services firm.  Our representatives are committed to "life planning," i.e., helping individuals to prepare for life's financial challenges while at the same time building wealth in a tax-efficient manner. By employing a wide range of financial products and services Navigator Financial Services can help its clients meet their current needs while also pursuing their future dreams. The customized financial plans can be created for an individual, trust, charitable organization, or business owner. Periodic reviews are also performed to ensure that the client's goals are being realized. 

Call us if you have any questions about Navigator Financial Services or the range of financial products and services we provide. Our firm has a relationship with a variety of financial, accounting, and legal professionals, so if we don’t have a product or service, we know a group or individual who does.

Our Staff

Carl Kaliszewski, Investment Advisor Representative.

Carl began his career with Equitable Life of N.Y. in 1975. He added his securities licenses in 1976. After a stint with American Mutual Insurance Co. of Wakefield, MA, he became an independent representative and headed up Travers Financial Services in 1982. Since that time he has helped hundreds of clients with their life insurance needs and retirement portfolios. After selling New Lakeside Insurance Agency and Financial Services in 2002, Carl formed Navigator Financial Services where he is currently the owner.

Mr. Kaliszewski has held numerous Board of Director positions with organizations such as the Webster-Dudley Chamber of Commerce, Webster-Dudley Rotary Club, the United Way, Professional Insurance Agents of New England, The Gift of Life, and the New England and South Charlton Reservoir Association. In 2009 Carl was awarded the National Notary Association's Notary of the Year Special Honoree Award for his contribution to his local and international community.

Carl graduated cum laude from the U. Mass Amherst in 1975. He has instructed insurance and securities licensing courses throughout the U.S., Canada, and Puerto Rico for Educational Training Systems in Southboro, MA. In his spare time Carl enjoys travel, boating, fishing, and time at the lake. 

Ed Perry, Registered Representative.
 
Ed Perry has worked in the financial services industry for over 20 years. Prior to joining Navigator Financial Services, Ed served as a global markets analyst for Scudder Investments in Boston and then went on to work as a private equity trader. Mr. Perry holds a B.A. from Assumption College and an M.B.A. from Northeastern University.
 
Ed’s financial services work focuses on client education, because clients who understand the features and benefits of their investments are more likely to embrace them. “An educated investor,” he believes, “is my best client.” When it comes to financial products, Ed avoids speculative investments and focuses instead on securities that seek to provide consistent returns over time. This approach may be conservative, but he believes that his investment strategies will serve his clients well as they advance towards their goal of personal financial freedom.