Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.With offices in downtown Boston and Newton, Mass., the Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!Our mission is to help people make wise financial decisions whatever their stage in life or business development. When you leave our offices, you will do so feeling confident -- knowing you have an experienced team of caring professionals steering your financial course.
View Top Employees from Compass Planning Associates IncWebsite | http://www.compassplanning.com |
Revenue | $1 million |
Employees | 8 (8 on RocketReach) |
Founded | 1996 |
Address | 3 Post Office Sq Suite 602, Boston, Massachusetts 02109, US |
Phone | (617) 523-4666 |
Fax | (617) 249-0631 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 22 Million |
Keywords | Sarah Stamp Cfp, Victor Topic & Associates Building Design Consultants |
Competitors | Allegiance Financial Service, Inc., Bollin Wealth Management LLC, Charles Carroll Financial Partners, Frank Financial Advisors, Meridian Wealth Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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The Compass Planning Associates Inc annual revenue was $1 million in 2024.
Jennifer Lane is the Owner of Compass Planning Associates Inc.
8 people are employed at Compass Planning Associates Inc.
Compass Planning Associates Inc is based in Boston, Massachusetts.
The NAICS codes for Compass Planning Associates Inc are [52, 52393, 5239, 523].
The SIC codes for Compass Planning Associates Inc are [628, 62].