Compass Advisors

Compass Advisors is a Registered Investment Advisor (RIA) based in Melville, New York. The company employs 12 people and generates $2.5 million in annual revenue. Compass Advisors serves clients nationwide, providing personalized financial strategies and solutions. The company specializes in investment management, retirement planning, and estate conservation. They work with a diverse clientele, including business owners, entities, and individuals and families seeking financial independence. Compass Advisors prides itself on its unbiased and comprehensive advice, drawing on decades of experience to guide clients towards their financial goals. As fiduciaries, Compass Advisors is legally obligated to act in their clients' best interests. Their independence ensures they are not incentivized to promote specific products, brands, or companies. Compass Advisors emphasizes a "clients first" philosophy, placing the needs of their clientele at the forefront of their operations. Compass Advisors can be contacted through their website at compassadvisors.com.