COMPASS WEALTH PARTNERS
| Name | COMPASS WEALTH PARTNERS |
|---|---|
| Address | 92 Albert Street, Oshawa, ON L1H 4R2 |
| Phone | +1-905-430-8099 +1-877-833-4770 |
| Email ID | |
| Speciality | Financial, Retirement, Tax, Insurance and Estate Planning, Pension Advice, Investment Tax Minimization, Portfolio and Insurance Analysis, Online Portfolio Access, Financial Calculators, Mutual Funds, Group Benefits Plans, Tax-Free Savings Accounts, Critical Illness and Long Term Care Insurance, Online Financial Library & Life Planning Resources |
| About | Compass Wealth Partners is a family-owned, independent financial firm with over 25 years of experience. The company focuses on individualized investment portfolio designs. Stephen Musial is a certified financial planner at Compass Wealth Partners. Their 5-point wealth-building program is created with the client's requirements in mind first. They continually strive to see every client realize all of their financial dreams. Their process helps implement a well-constructed financial plan to help you reach the financially secure future you deserve. Compass Wealth Partners serves Ajax, Pickering, Whitby, Brooklin, Port Perry, Uxbridge, Oshawa, Blackstock, Clarington, Courtice, and Bowmanville. Contact them to book an appointment. |
| Website | |
| MORE DETAILS & REVIEWS | |
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