Financial Compass

Finance · Minnesota, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

7510 Market Place Dr, Eden Prairie, Minn...

Phone Number

(952) 921-2121

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Financial Compass

Financial Compass is a fee-only financial planning firm based in Eden Prairie, Minnesota, specializing in pre-retirement planning, Social Security optimization, and tax planning. They offer tailored financial plans and investment strategies to help clients navigate their unique financial journeys. Their services are designed for individuals seeking clarity and confidence in their financial future, with a focus on maximizing income and optimizing benefits. As a fiduciary, they prioritize their clients' best interests without any hidden agendas or sales pitches.Explore more
Financial Compass's Social MediaPopular SearchesFinancial Compass CorpFinancial CompassFinance CompassFinancialCompassDoFinancial Compass Media LLCSIC Code 62,628NAICS Code 52,523Show more

Financial Compass Org Chart

PhoneEmail
RB
United States flag for contact location.

Manager, Wealth & Registered Investment Advis...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Financial Compass your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Financial Compass

Compare insights from companies similar to Financial Compass, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Compass

<$5M
1-10
Private
-
2005
RB
Robert Bob DavisManager, Wealth & Registered Investment Advisor & Business Owner
<$5M
1-10
Private
-
2005
MK
Matthew KeatorFinancial Representative
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2014
CF
Casi ForsManager, Wealth
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Compass is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Compass is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Compass.

Financial Compass Tech Stack

A closer look at the technologies used by Financial Compass

Top Finance Companies

Frequently Asked Questions Regarding Financial Compass

What is Financial Compass's official website?
Financial Compass's official website is www.financialcompass.com
What is Financial Compass's Revenue?
Financial Compass's revenue is <$5 Million
What is Financial Compass's SIC code?
Financial Compass's SIC: 62,628
What is Financial Compass's NAICS code?
Financial Compass's NAICS: 52,523
How many employees does Financial Compass have?
Financial Compass has 1-10 employees
What industry does Financial Compass belong to?
Financial Compass is in the industry of: Finance, Securities Trading
What is Financial Compass competition?
Financial Compass top competitors include: Hull Wealth Management, Cross Financial Group, Fors Financial Consulting, Excelsus Capital Management
What technology does Financial Compass use?
Some of the popular technologies that Financial Compass uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Financial Compass?
Financial Compass contact info: Phone number: (952) 921-2121 Website: www.financialcompass.com
What does Financial Compass do?

Financial Compass is a fee-only financial planning firm based in Eden Prairie, Minnesota, specializing in pre-retirement planning, Social Security optimization, and tax planning. They offer tailored financial plans and investment strategies to help clients navigate their unique financial journeys. Their services are designed for individuals seeking... clarity and confidence in their financial future, with a focus on maximizing income and optimizing benefits. As a fiduciary, they prioritize their clients' best interests without any hidden agendas or sales pitches.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.