Compass Financial Group is a locally owned family business. We are also an independent Registered Investment Adviser (RIA). This means we can hand-pick the best products and investments for your financial needs. We are not locked into proprietary products and have no loyalty to anyone other than our clients.
Compass Financial Group has been doing business
Jeff Alvey —
Positive: Professionalism
I had a unique situation with a tax client regarding an inheritance. Jesse was particularly persistent
My professional credentials and life experiences uniquely qualify me to be your financial coach - to help you reach your goals. I am a Chartered Financial Consultant with a master's degree in financial services. I am also a Chartered Life Underwriter who knows how to design life insurance programs to perform as a lifetime investment as well as an after
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