Compass Financial Group
Coworking Space
Why pick this one
Compass Financial Group specializes in retirement income planning and provides customized tax strategies for clients in Raleigh.
Best for
- retirees seeking personalized financial planning
- individuals needing assistance with social security benefits
- clients looking for ongoing investment management
Look elsewhere if
- younger clients under 55
- those with less than $1M in retirement savings
Specialties
- retirement income planning
- tax-efficient income strategies
- social security optimization
Certifications
- Registered Investment Advisor
What makes them different
- specializes in retirement planning for individuals 55+
- offers a free retirement assessment
- provides customized tax reduction strategies
- engages in ongoing financial guidance and reviews
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 7000 Harps Mill Rd Ste 103, Raleigh, NC 27615
- Phone
- 9197147491
- Website
- https://www.compassfinancialgrp.com/
- Info@Compassfinancialgrp.com
Services
- financial planning
- investment management