Compass Financial Management Group
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
880 Airport Rd Ste 112A, Ormond Beach, F...Phone Number
(386) 673-5191Website
www.compassfinancial.usRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
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2
About Compass Financial Management Group
Compass Financial Advisory Services, LLC has been providing specialized retirement planning services to Publix associates since 1991. The firm focuses on personalized retirement plans that utilize Publix stock, Net Unrealized Appreciation (NUA), and 72(t) planning strategies. Their dedicated team is committed to serving clients with integrity and care, ensuring that each client's unique needs are met. Although they have a strong relationship with Publix associates, they are not endorsed by Publix Super Markets, Inc.Explore more
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Compass Financial Advisory Services, LLC has been providing specialized retirement planning services to Publix associates since 1991. The firm focuses on personalized retirement plans that utilize Publix stock, Net Unrealized Appreciation (NUA), and 72(t) planning strategies. Their dedicated team is committed to serving clients with integrity and c... Read More
