Compass Wealth Partners is a financial planning and wealth management company that helps individuals protect and grow their wealth. We offer a range of services, including financial planning, portfolio analysis, retirement planning, and tax planning. Our expert advisors work closely with clients to understand their unique financial goals and develop personalized strategies to achieve them. We believe that every individual deserves a comfortable retirement, and our goal is to make that a reality. Our team of experts is committed to providing exceptional service, expert advice, and a thorough understanding of our clients' financial situations.
The reviews highlight the firm's excellent service, knowledge, and commitment to the community, with clients praising the advisors' friendly and approachable communication style.
The reviews highlight the firm's poor professional behavior, conflicts of interest, and lack of separation between personal and professional matters, which led to a negative experience for one client.