Compass Point Retirement Planning, Inc
Compass Point Retirement Planning offers objective and independent financial planning services to families and individuals making the transition from a lifetime of hard work to the retirement lifestyle they have earned. We are dedicated to providing a comfortable and respectful team environment that addresses your unique situation, and offers perspective and guidance on the ever-changing financial landscape. Advisory services through Compass Point Retirement Planning, Inc.(CPRP), a registered investment advisor. Additional advisory services through f3Logic, a registered investment advisor. Securities offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. CPRP, f3Logic, and IFG are unaffiliated entities. For a list of states that Compass Point Retirement Planning is licensed to sell securities, please visit https://cprp.com/. Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. Content is for general purposes only and is not an offer to buy or sell any security. IFG, CPRP and f3Logic do not provide tax or legal advice.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Compass Point Retirement Planning, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- DG
Diane Gavin
Receptionist Client Services · Customer/Client Service
EmailPhone - JW
Joan Welch
Analyst · Finance & Accounting
EmailPhone - RL
Rick Leblanc
Investment Advisor Representative · Finance & Accounting
EmailPhone - MJ
Michael J. Labrie
Co Founder · General Business & Management
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Compass Point Retirement Planning, Inc
5 distinct titles indexed · top 5 shown.
- 1analyst
- 1co founder
- 1executive assistant
- 1investment advisor representative
- 1receptionist client services
Sign up to unlock all 5 contacts at Compass Point Retirement Planning, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Compass Point Retirement Planning, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.