Compass Pointe Financial is an independent, comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering a high level of personalized service and expertise.
Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. Our ongoing success is dependent upon the skill, intensity, dedication and spirit of our employees. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our Difference
Ongoing Personal Service
Our modest size allows us to deliver a degree of service, flexibility and special attention to detail seldom found in larger institutions. We are not just a voice on the phone or an anonymous 800 number. We know our clients, and that allows us to provide the exceptional customer service they deserve.
Free Investment Planning Consultation
We believe that education and understanding are the first steps toward financial independence. Furthermore, it is only through completely open channels of communication that our clients can accurately receive and process our recommendations. For this reason, we charge no hourly fees for our services, and every client’s investment plan is created free of charge.
Commitment to Research
In our ever-changing economic climate, proper planning requires knowledge and insight. Our tireless commitment to research and ongoing analysis enables us to reasonably and effectively assess our clients’ needs and help achieve their objectives.
Independent Structure
As an independent financial services firm, we function in a conflict-free environment, unhampered by artificial limitations or restrictive proprietary arrangements. We are not owned or financially supported by any bank, brokerage firm, insurance company or any other financial institution. Therefore, there is no pressure, and no incentive, to sell proprietary products. Our independence is essential, for it affords us the freedom to choose from a broad range of carriers, and to offer our clients the solutions to meet their individual insurance, investment and business needs.
Invaluable Technology
Our investment in technology allows us to monitor each of our clients’ accounts on an ongoing basis, recommending changes when appropriate.