Financial Compass Group, LLC is an organization founded by three independent financial advisors each with unique skills, personality and insight formed from a highly successful collaboration of legal, accounting and insurance professionals.
The firm offers a full spectrum of financial planning and insurance insight, including retirement, estate and legacy planning strategies; retirement plan consulting; wealth management; life, disability and long-term care insurance; group fringe benefits and comprehensive business succession planning.
We work with individuals, families, and business owners to define and pursue their financial, retirement, and quality of life goals while helping them to protect and enhance milestones already reached.
Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
AGE-7679616.1 (02/25)(exp.02/29)
Company Details
- Employees
- 18
- Founded
- -
- Address
- 93 Worcester St, Wellesley Hills,massachusetts 02481,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialcompassgroup.com
- Keywords
- Financial Planning and Insurance Insight, Retirement, Estate, and Legacy Planning Strategies, Retirement Plan Consulting, Investment Management, Life, Disability and Long-Term Care Insurance, Group Fringe Benefits and Comprehensive Business Succession Planning.
- HQ
- Wellesley Hills, Massachusetts
Financial Compass Group, Llc Questions
Financial Compass Group, Llc's website is financialcompassgroup.com
Financial Compass Group, Llc's LinkedIn profile is https://www.linkedin.com/company/financial-compass-group-llc-2
Financial Compass Group, Llc has
18 employees.
View email and phone details for 18
employees at Financial Compass Group, Llc.
Financial Compass Group, Llc's industry is
Financial Services
Financial Compass Group, Llc's top competitors are
Copley Equity Partners Llc,
Concord Group Insurance,
The Moody Street Group, Llc,
Centinel Financial Group, Llc,
Goldman Sachs,
Highland Financial Group,
Cla (Cliftonlarsonallen),
Financeable Training,
Equitable Advisors,
424 Capital.
Financial Compass Group, Llc's categories are Financial Services
Financial Compass Group, Llc's founding year is 2011
