Raleigh-Durham, NC
5.05 Reviews
We provide comprehensive financial planning and investment management for retirees and those transitioning into retirement in the next 5 years. With a name like Compass Financial, we better be able to help you navigate to your financial destinations. Unfortunately, it is all too common for us to meet people who have never really given thought to where they are trying to go, to say nothing of creating a plan to get there. It’s interesting that we will “plan” a vacation or even a trip to the grocery store. But when it comes to the financial stability of our family, we so often seem to find reasons to leave it on the back burner. At Compass, we believe financial planning is critical. That’s why we endeavor to make it as simple as possible.
Services Provided
Senior Financial Advisors
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