Compass Point Retirement Planning, Inc. Email Format

Financial ServicesMassachusetts, United States11-50 Employees

Compass Point Retirement Planning, Inc. provides objective and independent financial planning for families and individuals preparing for retirement. The firm emphasizes a respectful, collaborative team environment and aims to tailor guidance to each client's unique situation as they navigate a changing financial landscape.

Based in Wakefield, Massachusetts, the company operates within the financial services industry and maintains a small professional team. Advisory services are offered through Compass Point Retirement Planning, Inc. as a registered investment adviser, with additional advisory services provided by F3 Logic and securities and related services available through Independent Financial Group, LLC; CPRP, F3 Logic, and IFG are unaffiliated entities. The firm also maintains an OSJ branch in San Diego for oversight. In 2018, the firm was named the top choice for financial planners in Wakefield in the Wicked Local Media Group Readers Choice Awards.

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