Compass Retirement
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
1000 Texan Trl Ste 210, Grapevine, Texas...Phone Number
(817) 328-6152Website
www.compassretirement.comRevenue
$7.9 MillionIndustry
About Compass Retirement
RetireSimply, founded by Scott and Angela Winstead, is a retirement planning firm based in Southlake, Texas, specializing in personalized financial guidance for individuals and couples in the Dallas Fort Worth area. Their services include 401k and IRA rollovers, retirement income strategies, Medicare planning, and legacy protection, aimed at helping clients achieve financial security and peace of mind in retirement. With over 22 years of experience, they offer tailored solutions and educational resources to empower clients in navigating retirement complexities. RetireSimply is dedicated to ensuring that clients can retire confidently and live comfortably during their retirement years.Explore more
Compass Retirement Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Compass Retirement
$7.9M
1-10
Private
-
2009
JB
John BubelloRetirement Financial Planner & Cfp, Crps Advisor
Compass Retirement Tech Stack
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Frequently Asked Questions Regarding Compass Retirement
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RetireSimply, founded by Scott and Angela Winstead, is a retirement planning firm based in Southlake, Texas, specializing in personalized financial guidance for individuals and couples in the Dallas Fort Worth area. Their services include 401k and IRA rollovers, retirement income strategies, Medicare planning, and legacy protection, aimed at helpin... Read More
