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
ZI Rank: 1
Signal Type
Mar
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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 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
Company Profile Activity
Activity Insights
Compass Retirement is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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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... Read More
