Overview
Headquarters
Southbury, CT
Category
Asset Management
Client-centric, independent registered investment advisory and financial planning firm specializing in retirement planning and distribution strategies. Retirees and near-retirees will experience a difference from other planning firms from the warm, personalized service provided by a team of dedicated professionals consisting of CPAs and CFP registrants. Independent advice tailored to your specific needs is the foundation of our Firm. Our clients seek and receive confidence in their future through our unique process, The LifePlan Solution™. The lives of our clients are enriched through our comprehensive education, consistent communication and service that exceeds their expectation. Tax planning, risk management, estate planning, college funding and investment management are all coordinated into our client's financial plans using independent advice under one personal advisor. Experience true wealth management in a relationship that places YOUR interests first - contact Compass Capital Management, LLC today! Registered Principal Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Jimmy J. Williams is an Investment Advisor Representative of Compass Capital Management, LLC, a Registered Investment Advisor. Cambridge and Compass Capital Management, LLC are not affiliated. Registered address of 321 S. 3rd St., Suite 4, McAlester, OK 74501. Compass Capital Management, LLC provides investment management services. The Company offers tax planning, risk management, estate planning, and college funding services. Compass Capital Management serves customers in the State of Oklahoma. Compass Capital Management LLC in New York, NY is a private company categorized under Venture Capital Companies. Current estimates show this company has an annual revenue of $2.5 to 5 million and employs a staff of approximately 1 to 4. Companies like Compass Capital Management LLC usually offer: Boston Capital Ventures, Social Venture Capital, Silicon Valley Venture Capital, Pitango Venture Capital and Enterprise Venture Capital.
