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) 416-2900Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Financial Compass Group
Financial Compass Group, LLC is an organization founded by three independent financial advisors each with unique skills, personality and insight formed from a highly successful collaboration of legal, accounting and insurance professionals. The firm's founders: Jeffrey G. West, CFP®, MBA, Gerald Govatsos and Richard Shakter, JD, CLU, CFP®, AIF® collectively have over seventy years of experience in working with individuals and businesses. The firm offers a full spectrum of financial planning* and insurance insight, including: retirement, estate and legacy planning strategies; retirement plan consulting; investment management*; life, disability and long-term care insurance; group fringe benefits and comprehensive business succession planning.Explore more
Financial Compass Group Org Chart
JH
Manager, Operations
DS
Practice Manager
KR
Manager, Operations For Brandon
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Financial Compass Group, LLC is an organization founded by three independent financial advisors each with unique skills, personality and insight formed from a highly successful collaboration of legal, accounting and insurance professionals. The firm's founders: Jeffrey G. West, CFP®, MBA, Gerald Govatsos and Richard Shakter, JD, CLU, CFP®, AIF® col... Read More
