Compass Wealth Strategies

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

4262 Victorian Dr, Hamburg, New York, 14...

Phone Number

(716) 823-1869

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Compass Wealth Strategies

Welcome to Compass Wealth Strategies, an independently managed financial advisory and wealth management firm. We have served the Western New York community for over 25 years by providing education and individualized strategies designed to help you pursue your financial goals and take charge of your financial life. Compass Wealth Strategies successfully integrates financial services into a wealth management offering designed to support your unique needs and objectives. We have a commitment to superior client service and uncompromising integrity. We welcome the opportunity to learn more about where you are now and where you want to be.Explore more
Compass Wealth Strategies's Social MediaPopular SearchesCompass Wealth StrategiesAdvisor LaunchpadSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Wealth Strategies

<$5M
1-10
Private
-
2006
N/A
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
11-50
Private
-
2017
BS
Brian SweeneyManaging Partner
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2014
GM
Gregory MulburyManaging Member
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Compass Wealth Strategies Tech Stack

A closer look at the technologies used by Compass Wealth Strategies

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Frequently Asked Questions Regarding Compass Wealth Strategies

What is Compass Wealth Strategies's official website?
Compass Wealth Strategies's official website is www.compasswealthstrategies.net
What is Compass Wealth Strategies's Revenue?
Compass Wealth Strategies's revenue is <$5 Million
What is Compass Wealth Strategies's SIC code?
Compass Wealth Strategies's SIC: 62,628
What is Compass Wealth Strategies's NAICS code?
Compass Wealth Strategies's NAICS: 52,523
How many employees does Compass Wealth Strategies have?
Compass Wealth Strategies has 1-10 employees
What industry does Compass Wealth Strategies belong to?
Compass Wealth Strategies is in the industry of: Finance, Securities Trading
What is Compass Wealth Strategies competition?
Compass Wealth Strategies top competitors include: Compass Retirement Solutions, Integrity Private Wealth Advisors, Oak Crest Advisory, Russell Sweeney Wealth Management
What technology does Compass Wealth Strategies use?
Some of the popular technologies that Compass Wealth Strategies uses are: Drupal, AddToAny, Google Tag Manager, GoDaddy DNS
How do I contact Compass Wealth Strategies?
Compass Wealth Strategies contact info: Phone number: (716) 823-1869 Website: www.compasswealthstrategies.net
What does Compass Wealth Strategies do?

Welcome to Compass Wealth Strategies, an independently managed financial advisory and wealth management firm. We have served the Western New York community for over 25 years by providing education and individualized strategies designed to help you pursue your financial goals and take charge of your financial life. Compass Wealth Strategies successf... ully integrates financial services into a wealth management offering designed to support your unique needs and objectives. We have a commitment to superior client service and uncompromising integrity. We welcome the opportunity to learn more about where you are now and where you want to be.Read More

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

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