VerifiedFinancial Services· Founded 1995

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.

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HeadquartersWakefield, United StatesEmployees14(11 to 50)Annual revenue$1M to <$10MFounded year1995Websitecprp.comLinkedIn profileLinkedIn

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11 to 50 range

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5

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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

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