Compass Financial Group - Raleigh, NC Email Format

Financial ServicesNorth Carolina, United States2-10 Employees

Compass Financial Group operates in the financial services sector with a focus on retirement planning for individuals preparing for or already in retirement. It also provides plan design assistance and consulting for employer retirement plans and executive benefit programs. The firm stresses independence—there are no conflicts of interest or proprietary products—and combines a boutique, client-centered approach with the backing of a large independent broker/dealer.

For individual clients, services cover retirement timing, income strategies, optimizing Social Security and pension benefits, managing healthcare costs, estate planning, and asset allocation. Based in Raleigh, North Carolina, the company serves employers seeking design and advisory support for tax-qualified plans such as SIMPLE IRAs, SEPs, 401(k)s, 403(b)s, ESOPs, and defined benefit plans, as well as supplemental programs like deferred compensation and SERPs.

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