Compass Financial Solutions is an Independent Financial Planning and Management Firm, Dedicated to Offering World-Class End-to-End Service.
The principals of CFS began working with clients more than 30 years ago in the Greater Philadelphia Area. Today the firm serves clients in dozens of states with physical offices in Bucks County Pennsylvania and Upstate New York.
As an affiliated firm of Commonwealth Financial Network®, CFS offers an educational, non-sales approach that offers a fee-based compensation model, an independent model not influenced by a corporate parent, and a transparent fee structure.
Where our competitors fall short is where we strive. Building your plan is just the beginning. We believe our dedication to maintaining healthy communication and plan management is second to none. As the winds of your life change, we’re there to make sure your ship stays the course.
This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, MA, MD, MI, NC, NJ, NY, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Benefit Planning Services, Inc.
dba Compass Financial Solutions
19 N West Street
Doylestown, PA 18901
P: 215-345-4205
F: 215-345-4207
T: 800-889-0509
Securities and Advisory Services offered through Commonwealth Financial Services, Member FINRA/SIPC ( www.FINRA.org / www.SIPC.org ), a Registered Investment Adviser
Please review our Terms of Use at www.commonwealth.com/termsofuse.html
Company Details
- Employees
- 9
- Founded
- 1983
- Address
- 19 N. West St, Doylestown,pa 18901,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mapmyfuture.net
- Keywords
- Financial Planning, Accumulation, Retirement Planning, Estate Planning, Risk Management, Business Planning, Taxation, Investment Strategies, Retirement Planning, Insurance Planning, Succession Planning, Fiduciary Management, Investment Expertise, Plan Design.
- HQ
- Doylestown, PA
- Competitors
- Peterson Wealth Advisors, Springfield, MO, Snider Financial Group, New England Wealth Management, Advanced Corporate Solutions, Commonwealth Financial Network, Compass Financial Solutions, Spring Ridge Financial Group, Terramar Wealth, Namack Portfolio Investment Professionals, LLC, FSA Wealth Management.
Compass Financial Solutions Questions
Compass Financial Solutions's website is mapmyfuture.net
Compass Financial Solutions's LinkedIn profile is https://www.linkedin.com/company/compassfinancialsolutions
Compass Financial Solutions has
9 employees.
View email and phone details for 9
employees at Compass Financial Solutions.
Compass Financial Solutions's industry is
Financial Services
Compass Financial Solutions's top competitors are
Peterson Wealth Advisors, Springfield, Mo,
Snider Financial Group,
New England Wealth Management,
Advanced Corporate Solutions,
Commonwealth Financial Network,
Compass Financial Solutions,
Spring Ridge Financial Group,
Terramar Wealth,
Namack Portfolio Investment Professionals, Llc,
Fsa Wealth Management.
Compass Financial Solutions's categories are Financial Services
Compass Financial Solutions's founding year is 1983
