Compass Investment Advisors
Finance · Delaware, United States · 1-10 Employees
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Overview
Headquarters
46 S State St, Dover, Delaware, 19901, U...Phone Number
(302) 526-2565Website
www.mycompassadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Compass Investment Advisors
Compass Investment Advisors is an independent financial planning and investment management firm located in Dover, Newark, and Bethany Beach, DE. They offer a comprehensive range of wealth management services, including estate planning, insurance review, tax planning, investment strategies, and retirement planning. Their clients include individuals, families, business owners, and professionals from various regions, reflecting their commitment to providing personalized financial advice. The firm emphasizes clear communication and a risk-managed investment process to help clients achieve their financial goals.Explore more
Compass Investment Advisors Org Chart
DR
Registered Client Relationship Specialist
KM
Financial Advisor
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Compass Investment Advisors is an independent financial planning and investment management firm located in Dover, Newark, and Bethany Beach, DE. They offer a comprehensive range of wealth management services, including estate planning, insurance review, tax planning, investment strategies, and retirement planning. Their clients include individuals,... Read More
