Financial Compass Group

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

93 Worcester St Ste 103, Wellesley, Mass...

Phone Number

(781) 416-2900

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Financial Compass Group

Financial Compass Group, LLC provides comprehensive financial counseling services to individuals, families, and business owners. Their focus is on helping clients define and achieve their financial, retirement, and quality of life goals while safeguarding their existing milestones. The firm offers a full spectrum of financial strategies, including retirement planning, investment management, estate planning, insurance, and tax services. They are dedicated to supporting their clients' financial journeys with personalized guidance and resources.Explore more
Financial Compass Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Financial Compass Group Org Chart

PhoneEmail
KR
United States flag for contact location.

Manager, Operations For Brandon

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DS
United States flag for contact location.

Practice Manager

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Compass Group

<$5M
11-50
Private
-
2009
KR
Krisann RaposaManager, Operations For Brandon
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
<$5M
1-10
Private
-
2016
HD
Heather DissmeyerManager, Operations
Illustration of an envelope

Financial Compass Group Tech Stack

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Frequently Asked Questions Regarding Financial Compass Group

What is Financial Compass Group's official website?
Financial Compass Group's official website is www.financialcompassgroup.com
What is Financial Compass Group's Revenue?
Financial Compass Group's revenue is <$5 Million
What is Financial Compass Group's SIC code?
Financial Compass Group's SIC: 62,628
What is Financial Compass Group's NAICS code?
Financial Compass Group's NAICS: 52,523
How many employees does Financial Compass Group have?
Financial Compass Group has 11-50 employees
What industry does Financial Compass Group belong to?
Financial Compass Group is in the industry of: Finance, Insurance, Securities Trading
What is Financial Compass Group competition?
Financial Compass Group top competitors include: Reflection Financial Strategies, Rogers Financial Group, Krietzberg Wealth Management
What technology does Financial Compass Group use?
Some of the popular technologies that Financial Compass Group uses are: Cloudflare Website Optimization, Bitly, Datadog, Google Tag Manager
How do I contact Financial Compass Group?
Financial Compass Group contact info: Phone number: (781) 416-2900 Website: www.financialcompassgroup.com
What does Financial Compass Group do?

Financial Compass Group, LLC provides comprehensive financial counseling services to individuals, families, and business owners. Their focus is on helping clients define and achieve their financial, retirement, and quality of life goals while safeguarding their existing milestones. The firm offers a full spectrum of financial strategies, including... retirement planning, investment management, estate planning, insurance, and tax services. They are dedicated to supporting their clients' financial journeys with personalized guidance and resources.Read More

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

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