VerifiedFinancial Services

Compass Financial Group, Inc

Compass Financial Group, an independent financial planning and investment management firm, helps people pursue their personal and charitable passions by giving them confidence and peace of mind about their financial future. We believe in building wealth with a purpose, and we help our clients do that by providing objective, comprehensive financial and investment advice through all of life's transitions, positioning them to achieve success in a way that fits with their values.

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9(1 to 10)$1M to <$10Mcompassfg.com LinkedIn

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Decision-makers and verified team members

10 contacts with verified email or phone · masked until revealed.

Showing 5 of 10 verified contacts

Top roles at Compass Financial Group, Inc

8 distinct titles indexed · top 8 shown.

2client relationship manager & operations director
2client service manager
1administrative assistant
1client relationship manager
1founder
1motor underwriter
1owner and managing general agent
1president & managing general agent

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