Our Services
Some of the services we offer include:
- Presenting Retirement Workshops & Seminars
- Providing FREE consultations
- Completing all Employer Retirement Forms
- Processing Retirement Plan Rollovers
- Providing Income Tax Planning
- Providing Pension Calculations and Estimates
- Advice Regarding Tax Deferred & Tax Free Investments
- Advice Regarding Mutual Funds, Variable Annuities and Institutional Money Managers
- Managing Retirement and Investment Accounts
Our clients are our business. We want you to be satisfied. At Compass Point Advisors, L.P. you will not jump through hoops to get answers to your questions. Advice is never delegated and your answers will come directly from the president of the company. Client service is key to our long standing relationships with our many clients. We wouldn't have it any other way.
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