Compass Asset Management Group, LLC
![Compass Asset Management Group, LLC in Newburgh, NY](/Content/img/no-company-image.png)
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Business description
Compass Asset Management Group is wealth management & financial planning firm providing financial advice to professionals and small business owners.
At Compass Asset Management Group, LLC we appreciate that every client has many options when it comes to choosing financial advice. So we believe that it is critical for investors to have an objective and communicative advocate that will deliver sounds advice based on the needs and objectives of the client. Our firm specializes in the following strategies: Financial & Estate Planning Retirement & Income Distribution Investment Planning & Management Qualified Domestic Relations Orders Investment Consulting Services Insurance & Risk Mitigation Employee benefit plans Trust in Compass Asset Management Group, LLC to chart your best strategy and begin heading in the right direction today!
General information
- Business Services Financial Investment Advice Financial Planning Consultants
Estimated number of employees: | 2 to 4 | |
Annual sales estimate: | 0 | |
City / suburb: | Newburgh, NY | |
County: | Orange |
financial services, investment management, retirement income funds, Qualified Domestic Relations Orders, employee benefit plans
Fidelity Investments, Vanguard Group, Barclay's IShares, Oppenheimer Investments, AXA/Equitable Insurance.
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