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Compass Planning Associates Inc

Compass Planning Associates Inc


Compass Planning Associates Inc's financial review

Compass Planning Associates Inc's Revenue (Yearly)

6.9M

Employees

7


Compass Planning Associates Inc information

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.With offices in downtown Boston and Newton, Mass., the Compass Planning Associates will work closely with you on all of your...
Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.With offices in downtown Boston and Newton, Mass., the Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!Our mission is to help people make wise financial decisions whatever their stage in life or business development. When you leave our offices, you will do so feeling confident -- knowing you have an experienced team of caring professionals steering your financial course.

Compass Planning Associates Inc industries

Financial planning
Investment advisory
Fee only financial planning
Retirement planning

Compass Planning Associates Inc's financial review

Compass Planning Associates Inc's Revenue (Yearly)

6.9M

Employees

7

Technologies

Email Providers
Email Marketing
Tag Management
Analytics and Tracking

Notable Alumni

Theresa Stevens
Freelance Personal Finance Writer
Newsweek
Sharry Li
Account Executive
RXMOSAIC
Lauren Lindsay
Comprehensive Fee-Only Financial Planner at Beacon Financial Planning, Inc.
Beacon Financial Planning

Employees

Administrative Assistant
Financial Planner
Client Relationship Manager | Paraplanner

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