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) 328-6152

Revenue

$7.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Compass Retirement

RetireSimply is a retirement planning firm based in Southlake, Texas, founded by Scott and Angela Winstead. They specialize in tax-efficient strategies, income generation, Medicare planning, and legacy protection, providing personalized guidance to individuals and couples. The firm offers comprehensive retirement planning services, educational workshops, and one-on-one consultations to empower clients in navigating retirement complexities confidently. Their aim is to ensure clients can retire simply and live comfortably, with a strong focus on client satisfaction and community engagement.Explore more
Compass Retirement's Social MediaPopular SearchesCompass RetirementCompass Retirement IncCompassretirementSIC Code 62,628NAICS Code 52,523Show more

Compass Retirement Org Chart

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Compare Similar Companies to Compass Retirement

Compare insights from companies similar to Compass Retirement, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Retirement

$7.9M
1-10
Private
-
2009
<$5M
1-10
Private
-
2006
KC
Kirk CoxInvestment Advisor & Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
JL
James LimManaging Director
<$5M
1-10
Private
<$5M
2017
MA
Mary AllenManager, Operations
<$5M
1-10
Private
-
2010
DC
David CunninghamPresident & CEO
<$5M
1-10
Private
<$5M
2015
BE
Bailey EnsignVice President, Business Development
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Compass Retirement is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Compass Retirement is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compass Retirement.

Compass Retirement Tech Stack

A closer look at the technologies used by Compass Retirement

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Frequently Asked Questions Regarding Compass Retirement

What is Compass Retirement's official website?
Compass Retirement's official website is www.compassretirement.com
What is Compass Retirement's Revenue?
Compass Retirement's revenue is $7.9 Million
What is Compass Retirement's SIC code?
Compass Retirement's SIC: 62,628
What is Compass Retirement's NAICS code?
Compass Retirement's NAICS: 52,523
How many employees does Compass Retirement have?
Compass Retirement has 1-10 employees
What industry does Compass Retirement belong to?
Compass Retirement is in the industry of: Finance, Securities Trading
What is Compass Retirement competition?
Compass Retirement top competitors include: Ensign Wealth Management, Infinity Advisory Group, Moon Rock Wealth Management, Sherpa Financial Guides
What technology does Compass Retirement use?
Some of the popular technologies that Compass Retirement uses are: WordPress.org, PHP, Sentry, InstantSearch+
How do I contact Compass Retirement?
Compass Retirement contact info: Phone number: (817) 328-6152 Website: www.compassretirement.com
What does Compass Retirement do?

RetireSimply is a retirement planning firm based in Southlake, Texas, founded by Scott and Angela Winstead. They specialize in tax-efficient strategies, income generation, Medicare planning, and legacy protection, providing personalized guidance to individuals and couples. The firm offers comprehensive retirement planning services, educational work... shops, and one-on-one consultations to empower clients in navigating retirement complexities confidently. Their aim is to ensure clients can retire simply and live comfortably, with a strong focus on client satisfaction and community engagement.Read More

What are Compass Retirement social media links?
Compass Retirement Linkedin page Compass Retirement Twitter page Compass Retirement Facebook page
Is Compass Retirement a public company?
Compass Retirement is private company therefore does not currently have an official ticker symbol
See more information about Compass Retirement

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