Compass Wealth Strategies 212 N. Henry Street Category: Asset Management
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Company representatives
Phone: 757 220-9888
Email: moc.semajdnomyar@yrevo.drahcir
Stuart Honenberger, Vice President
Phone: 757-220-9888
Email: moc.semajdnomyar@regrebnenoh.trauts
Cheryl Warren, Client Service Coordinator
Phone: 757-220-9888
Email: moc.semajdnomyar@nerraw.lyrehc
Julia Franceschini, Client Service Coordinator
Phone: 757-220-9888
Email: moc.semajdnomyar@inihcsecnarf.ailuj
Richard Overy, Financial Advisor
About Compass Wealth Strategies
Provides comprehensive asset management and financial planning services to grow and preserve wealth .
Financial Planning, Estate and Trust Planning, Investment Services which include Equities, Fixed-Income and Certificates of Deposit, Retirement Accounts, Annuities, Long Term Care and Life Insurance, Endowment management, and Business Retirement Plans. Our goal is to understand your unique goals and needs. We strive to develop a long-term relationship built upon trust, communication, and accountability. The approach involves understanding clients' individual goals and objectives, helping to develop and implement an investment and financial plan designed to help meet those financial goals, and monitoring the plan and investments to help achieve success.
Products and Services
- Investments
- Wealth Management
- Financial Planning
Opening Hours
Monday thru Friday 9am to 5pm
Business categories
- Investments
Location Type
Single Location
Revenue
$725,000 - $750,000
Employees
2 to 4
Years In Business
15
Memberships
- Williamsburg Area Chamber of Commerce
Rating
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