Reviews for Compass Retirement

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Aug 2024
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.

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From Compass Retirement

The biggest difference with our firm is we aim to offer more than just investment advice. We help you build a simple to understand retirement plan that provides you retirement income and confidence knowing you aren’t paying more in taxes than you should be. We love being a local DFW retirement professional team to so many families in this area. If you are looking for retirement professionals that will bend over backwards for their clients, we believe you have come to the right spot. The only requirement is that you have to be a nice person, that’s it.