Compass Financial Solutions
Financial Services, 54 West Eagle Road, Havertown, Pennsylvania, 19083, United States, 1-10 Employees
Phone Number: 61********
Who is COMPASS FINANCIAL SOLUTIONS
Financial planning shouldnt be about selling products. It should be about strengthening our economy, our communities and our future. At Compass Financial Solutions, every client we serve ...
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Headquarters: 54 West Eagle Road, Havertown, Pennsylvania, 19083, United States
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Date Founded: 2008
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Employees: 1-10
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 8082
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Frequently Asked Questions Regarding Compass Financial Solutions
Answer: Compass Financial Solutions's headquarters are located at 54 West Eagle Road, Havertown, Pennsylvania, 19083, United States
Answer: Compass Financial Solutions's phone number is 61********
Answer: Compass Financial Solutions's official website is https://compassfinancialsolutionsinc.com
Answer: Compass Financial Solutions's revenue is $5 Million to $10 Million
Answer: Compass Financial Solutions's SIC: 8082
Answer: Compass Financial Solutions has 1-10 employees
Answer: Compass Financial Solutions is in Financial Services
Answer: Compass Financial Solutions contact info: Phone number: 61******** Website: https://compassfinancialsolutionsinc.com
Answer: Financial planning shouldnt be about selling products. It should be about strengthening our economy, our communities and our future. At Compass Financial Solutions, every client we serve represents more than just a customer; they represent a family, a legacy and a vital thread in the fabric of our community. Thats why we devote ourselves to providing professional, individual attention to help you achieve your financial goals. Our focus is on helping clients achieve financial security using strategies based on the principles of safety, security and preservation of assets. This ensures they can realize a comfortable retirement and meet all their other financial goals. Further, through our weekly newsletters and monthly education seminars, were empowering clients to make informed, objective decisions about their finances. Our customized plans focus on each clients specific needs and objectives, helping families with issues such as: Pre and Post Retirement Planning Estate Planning Capital Preservation Planning Income Planning Health-care Planning Disability Income Planning College Financial Aid Planning Social Security Planning CEO, Patrick T. Lyman CAS, CSA, LUTCF, RFC, RHU, and his team are dedicated to upholding the following standards: Always placing the clients best interests above our own Consistently upholding the highest professional standards Giving the best possible advice Remaining current in our professional knowledge, skills and competence Focusing on transparency and always offering full disclosure of all pertinent facts Maintaining conduct, both personally and professionally, that positively reflects on our company and industry Remaining independent so that we work for the client, not an insurance company Treating all information collected in a secure and confidential manner Suggesting the right products at the right time Call (610) 449-9900 anytime to schedule a free financial consultation.
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