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
- Website
- financialcompassgroup.com
- Industry
- Financial Services
- Employees
- 18
- Founded
- 2011
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Jean O'connell | Acosta | Wilmington, Massachusetts, United States |
View
|
| Patrick Belniak | Financial Advisor at Financial Compass | Wellesley Hills, Massachusetts, United States |
Email
Phone
|
| Nancy Gould (Norris) | Business Operations & Client Services | Holliston, Massachusetts, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
| Sales | 2 | 2 | 0 |
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