Industry Category
Business Keywords
Company Description
Compass Financial Solutions is a leading financial planning and management firm dedicated to providing comprehensive, world-class services. With a strong foundation built over 30 years in the Greater Philadelphia Area, Compass Financial Solutions now extends its expertise to clients across numerous states. The firm operates with physical offices in Bucks County, Pennsylvania, and Upstate New York, ensuring personalized and accessible service.
As an affiliated firm of Commonwealth Financial Network®, Compass Financial Solutions distinguishes itself through an educational, client-focused approach. The firm’s fee-based compensation model and independent structure guarantee unbiased advice, free from corporate influence. Compass Financial Solutions is committed to exceeding client expectations by delivering exceptional communication and proactive plan management. The primary office is located at 19 N. West St, Doylestown, PA 18901, US.
Compass Financial Solutions helps clients navigate the complexities of financial planning with confidence. We invite the manager of Compass Financial Solutions to create a customized and exclusive company showcase and product listing on our platform to further enhance its market presence and connect with a wider audience.
Key Personnel / Employees
Compare Companies Side by Side
Compare Compass Financial Solutions with 3 companies in Financial-Services
| Comparison Field |
Compass Financial Solutio...Main Company |
Endurance CapitalView Profile |
Canale Financial Gro...View Profile |
GGM Financial, LLCView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2015 | 1995 | 2002 |
|
Company Size
|
— | 2-10 | 2-10 | 2-10 |
|
City
|
Doylestown, PA | Pana, Illinois | Rosemont, Illinois | Columbus, Ohio |
|
Country
|
United States | United States | ||
|
Skills & Keywords
Comparing with main company
|
16 Total Skills
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Financial Services
Wealth Management
Investment Strategies
Fiduciary Management
Investment Expertise
Succession Planning
Business Planning
Taxation
Accumulation
Risk Management
Insurance Planning
Plan Design
|
2 Total
1 Common
1 Unique
Match
6%
Common Skills:
Investment Management
Unique Skills:
401K
|
6 Total
1 Common
5 Unique
Match
6%
Common Skills:
Wealth Management
Unique Skills:
Executive Compensation
Fee Based Planning
Investments
Legacy Planning
Special Needs Financial Planning
|
1 Total
1 Common
Match
6%
Common Skills:
Wealth Management
|
4
Total Companies1995
Oldest Founded1
Countries22
Unique SkillsSimilar Companies
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Alternative Company Names
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