Compass Capital Management
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
2 Pomperaug Office Park Ste 301, Southbu...Phone Number
(203) 264-8282Website
www.ccm-ria.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Compass Capital Management
Compass Capital Management specializes in financial planning services tailored for teachers, professionals, and retirees, helping them navigate their financial futures since 1965. The firm offers a range of services including retirement planning, investment management, and estate planning, focusing on personalized strategies that address individual goals. With a commitment to integrity and community, they prioritize building relationships through open conversations rather than just paperwork. Their team is dedicated to educating clients in an accessible manner, ensuring they understand personal finance to achieve their objectives.Explore more
Compass Capital Management Org Chart
JW
President & Managing Partner
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Compass Capital Management specializes in financial planning services tailored for teachers, professionals, and retirees, helping them navigate their financial futures since 1965. The firm offers a range of services including retirement planning, investment management, and estate planning, focusing on personalized strategies that address individual... Read More
