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The Compass Wealth Group An Independent Firm

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The Compass Wealth Group An Independent Firm

Overview:

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

SERVICES
Retirement Planning
Estate & Charitable Planning
Investment Management
Cash Management & Borrowing
Business Planning
Risk Management
Institutional Consulting Services
Fixed Income Bond Solutions

Member: FINRA/SIPC

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