Compass Rose Financial Planning
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
333 N Palm Canyon Dr Ste 112A, Palm Spri...Phone Number
(760) 322-5200Website
www.compassrosefp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Compass Rose Financial Planning
Compass Rose is a financial planning and investment management firm that specializes in creating customized financial plans and investment strategies tailored to individual client goals. As an independent, fee-only firm, they prioritize their clients' best interests and operate under a fiduciary obligation. Their services include estate planning, retirement planning, tax planning, and insurance analysis, with a minimum asset requirement of $500,000. Compass Rose aims to help clients maximize their investment assets and achieve their financial objectives.Explore more
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Compass Rose is a financial planning and investment management firm that specializes in creating customized financial plans and investment strategies tailored to individual client goals. As an independent, fee-only firm, they prioritize their clients' best interests and operate under a fiduciary obligation. Their services include estate planning, r... Read More
