Compass Rose Financial Planning & Investment Management is the only Fee-Only Financial Planning Practice in the Palm Springs / Coachella Valley region. We specialize in helping you "Chart Your Future" financial success.
Simply by contacting us, (760) 322-5200, we can schedule with you a free consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services.
You don't need to be a millionaire to benefit from financial planning.
We help good people, just like you, to maximize the assets you have.
Minimum Asset Requirement: $250,000
Contact us to start planning your journey today!
Company Details
- Employees
- 3
- Founded
- -
- Address
- 333 N. Palm Canyon Drive,
- Phone
- 760-322-5200
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- compassrosefp.com
- HQ
- Palm Springs, CA
- Competitors
Compass Rose Financial Planning & Investment Management Questions
Compass Rose Financial Planning & Investment Management's helpline number is 760-322-5200
Compass Rose Financial Planning & Investment Management's website is compassrosefp.com
Compass Rose Financial Planning & Investment Management's LinkedIn profile is https://www.linkedin.com/company/compass-rose-financial-planning
Compass Rose Financial Planning & Investment Management has
3 employees.
View email and phone details for 3
employees at Compass Rose Financial Planning & Investment Management.
Compass Rose Financial Planning & Investment Management's industry is
Financial Services
Compass Rose Financial Planning & Investment Management's categories are Financial Services
Compass Rose Financial Planning & Investment Management's founding year is 2005
