Compass Financial Strategies

Wooster, Ohio

Call (844) 752-6448 Visit website →

About

Compass Financial Strategies is a financial planning firm based in Wooster, Ohio, operated by three advisors with combined experience spanning 68 years. The firm offers personalized financial planning services to individuals, families, couples, and business owners, with a stated emphasis on aligning financial strategies with clients' personal values and life aspirations. Services include comprehensive financial planning, business exit planning, college cost strategies, and ongoing plan management through a five-step process beginning with initial consultation and continuing with regular monitoring and adjustments.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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