Protecting Your Family, Protecting Your Wealth
Our Story
At Compass Wealth Partners, we believe that everyone deserves to have a clear plan for their financial future. As professional financial advisors, we are dedicated to helping our clients achieve their financial goals and live their lives to the fullest. We take the time to get to know each of our clients, understanding their unique circumstances and needs, and develop personalized financial plans tailored to their individual goals and aspirations.
Our Services
At Compass Wealth Partners, we offer a wide range of services designed to help our clients achieve financial success. Our services include:
Financial Planning: We work with our clients to create personalized financial plans that align with their financial goals and aspirations. Our financial planners take the time to understand each client's unique circumstances and develop customized plans to help them achieve their objectives.
Portfolio Analysis: We analyze and manage our clients' investment portfolios, ensuring that their investments are aligned with their financial goals and risk tolerance. We continuously monitor and adjust our clients' portfolios to ensure that they remain on track to achieve their financial objectives.
Retirement Planning: We help our clients plan and prepare for their retirement, ensuring that they have a clear understanding of their retirement needs and goals. We work with our clients to develop customized retirement plans that take into account their income, expenses, and financial goals.
Tax Planning: We help our clients minimize their tax liability through strategic planning and optimization of tax-advantaged accounts. We work with our clients to develop tax-efficient financial plans that maximize their financial returns.
Estate Planning: We help our clients plan for their future by developing comprehensive estate plans that protect their assets and ensure the continued well-being of themselves and their loved ones.
Investment Insights
We believe in the importance of ongoing education and staying up-to-date on market trends. Our team is dedicated to staying informed and knowledgeable about the financial markets, ensuring that our clients receive the best advice possible.
Client Testimonials
At Compass Wealth Partners, we pride ourselves on building long-term relationships with our clients. Here's what some of our satisfied clients have to say about their experience with us:
- "Absolutely Fantastic! Thank you to everyone at Compass Wealth Partners! Extremely knowledgeable & professional; listened to my needs, courteous staff, and responded extremely quickly to correspondence." - Sharon J.
- "Have been associated with Steve Musial for my financial planning needs for approximately 25 years. Have always found his advice and handling of my account to be satisfying, comforting, and rewarding." - Val C.
- "We have had Steve as our financial advisor for many years. He is easy going, professional, and makes both of us very comfortable regarding our portfolio. In our opinion, he has done a stellar job for us." - Barbara & Frank H.
Meet Our Team
At Compass Wealth Partners, we are proud to have a team of experienced and dedicated professionals who are committed to helping our clients achieve their financial goals. Our team includes:
- Stephen Musial, Certified Financial Planner (CFP), has over 25 years of experience in the financial services industry and specializes in retirement planning, portfolio management, and estate planning.
Get in Touch
If you're interested in learning more about how Compass Wealth Partners can help you achieve your financial goals, please don't hesitate to contact us. We would be delighted to schedule a consultation with you.
Negative Reviews
As a family member, Natalie Musial had been accessing services at Compass Wealth for decades, but her experience was marred by conflicts of interest and poor professional behavior from the advisors. Despite her concerns, the advisor and his son repeatedly dismissed her issues and took actions that further created conflict, ultimately leading her to remove her accounts from the firm. Additionally, the advisors' lack of separation between personal and professional matters led Natalie to question their suitability to advise on financial matters.
Positive Reviews
The remaining reviews share a uniformly positive experience with Compass Wealth Partners. Clients praised the firm's knowledge, professionalism, and friendly service. They highlight the team's ability to explain complex financial concepts in an approachable manner, and their willingness to take the time to answer questions and address concerns. The advisors' commitment to the community and their reputation for providing excellent advice are also noted.
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