Compass Financial Partners - MyCompassFP

Financial ServicesUnited States0-1 Employees

We are a comprehensive Financial Management Firm. Our mission is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Insurance and a full range of Employee Benefit Plans.

Our goal is to help create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and pursuit of these goals.

Our success also comes from the referral based practice we have built. The greatest compliment an advisor can be paid is when a client trust them enough to refer family and friends to that advisor. This allows us to focus our time and energy on our clients and better ourselves through training and research instead of spending countless hours prospecting and cold calling.

a. Securities and advisory services offered through Triad Advisors LLC, a Registered Investment Advisor, Member
    FINRA/SIPC www.sipc.org 
b. Third-party posts found on this profile do not reflect the view of Triad Advisors and have not been reviewed by
   Triad Advisors as to accuracy or completeness.
 c. For a list of states in which I am.we are registered to do business, please visit www.mycompassfp.com

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