About Compass Retirement
Reviews for Compass Retirement
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Compass Retirement is a local DFW retirement professional team that offers more than just investment advice. They help clients build a simple to understand retirement plan that provides retirement income and confidence in tax management. The team is dedicated to providing personal care and attention to detail, taking the time to educate clients on products that fit their individual needs. They prioritize building relationships with their clients and are willing to go the extra mile to help them achieve their retirement goals. With a team of knowledgeable and helpful professionals, Compass Retirement provides high-level protection of clients' hard-earned savings and truly cares about their clients' well-being.
I’m not easily impressed, but Scott and Angela have impressed me and my husband and I highly recommend their workshop. We met with Scott yesterday at their office. He and his associate were so helpful in advising us on get back on track with our retirement goals. They are knowledgeable and helpful. They’re willing to give us advice now knowing that we are building a relationship for later. Once we get back on track, we will be their clients.
Compass Retirement is made up of the absolutely best financial professionals providing high level protection of your hard earned savings! They take time to EDUCATE clients as they offer products that fit individual needs with a long range vision of expertise. They actually care! Mike and Marla Wolf
We appreciate the personal care and attention to detail in the way Scott and Angela, and Compass Retirement's staff, handles our account. Scott and Angela have assembled a good team.