Financial Compass Group, LLC

Financial Compass Group, LLC

Financial Services Wellesley Hills, Massachusetts, United States 18 employees
Employees
18
Contacts
3
Emails
3
Phones
2

Financial Compass Group, LLC Overview

Headquarters
Wellesley Hills, Massachusetts, United States
Industry
Financial Services
Employees
18
Founded
2011
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Financial Compass Group, LLC

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)

Financial Compass Group, LLC Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Financial Compass Group, LLC Org Chart

Sample employees and titles
Name Title Contact
Jean O'connell Acosta
View
Patrick Belniak Financial Advisor at Financial Compass
Email Phone
Nancy Gould (Norris) Business Operations & Client Services
Email Phone

Employees by Management Level

Individual contributor 6 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1
Sales 2 2 0

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