Compass Financial Advisors
Financial Services, 9933 Dupont Circle Dr W, Fort Wayne, Indiana, 46304, United States, 11-50 Employees
Phone Number: 26********
Who is COMPASS FINANCIAL ADVISORS
At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through highly-individ...
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Headquarters: 9933 Dupont Circle Dr W, Fort Wayne, Indiana, 46304, United States
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Date Founded: 2005
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Employees: 11-50
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Compass Financial Advisors
Answer: Compass Financial Advisors's headquarters are located at 9933 Dupont Circle Dr W, Fort Wayne, Indiana, 46304, United States
Answer: Compass Financial Advisors's phone number is 26********
Answer: Compass Financial Advisors's official website is https://compassadvisor.com
Answer: Compass Financial Advisors's revenue is Under $1 Million
Answer: Compass Financial Advisors's SIC: 6282
Answer: Compass Financial Advisors's NAICS: 523940
Answer: Compass Financial Advisors has 11-50 employees
Answer: Compass Financial Advisors is in Financial Services
Answer: Compass Financial Advisors contact info: Phone number: 26******** Website: https://compassadvisor.com
Answer: At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through highly-individualized Wealth Management services. A holistic view. We take a comprehensive, strategic view of your financial landscape and examine how the various pieces fit together and impact one another. Independent. Our advice is not influenced by corporate or external affiliation. Our investment management services are strictly fee-based, eliminating most conflicts of interest. Our client's needs are our singular focus. Our independence means we are not wed to proprietary products or platforms. Our goal is to deliver customized wealth management strategies to fit the needs of each client. Experienced. Compass Financial Advisors represents more than 60 years of financial industry experience and expertise covering the four corners of Wealth Management: Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services. Specialized. Our goal is to provide customized, sophisticated and highly effective strategies for high net worth individuals, private business owners, endowments, and foundations. Accessible. We believe communication is key to the success of any relationship. We also believe that client loyalty is what builds a successful business. Virtually all of our business growth has come through client and professional referrals. Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport IA 52807 (563)326-2064. Member FINRA/SPIC. Advisory services offered through Compass Financial Advisors, LLC. Compass Financial Advisors, LLC & Ausdal Financial Partners are independently owned/ operated and are separate entities.
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