Compass Point Retirement Planning Inc

  • Financial Services
  • Wakefield MA
  • 12 employees
  • Financial Services
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Company Overview

Headquarters
500 Edgewater Drive Suite 565, Wakefield MA
Website
cprp.com
Email
tn****@cprp.com
Phone
(800) 246-1433
Employees
12
Founded in
1995
Industry
Financial Services
NAICS Code
NAICS Code 5242 Companies
NAICS Code 52429 Companies
NAICS Code 524 Companies
NAICS Code 52 Companies
NAICS Code 524298 Companies
SIC Code
SIC Code 64 Companies
SIC Code 641 Companies
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Financials & Stats

Revenue

$5B

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Who is Compass Point Retirement Planning Inc

Compass Point Retirement Planning Inc. is a company based in Wakefield, Massachusetts, specializing in financial planning services. The company employs 12 people and generates an annual revenue of $5.1 million. Compass Point Retirement Planning Inc. provides objective and independent financial planning services to families and individuals preparing for retirement. Their services aim to guide clients through the transition from their careers to retirement, helping them navigate the complexities of managing their finances in this new phase of life. Compass Point Retirement Planning, Inc. (CPRP) operates as a registered investment advisor, offering advisory services alongside f3Logic, another registered investment advisor. Securities are offered through Independent Financial Group, LLC (IFG), a FINRA/SIPC member. Clients interested in learning more about Compass Point Retirement Planning Inc. can visit their website at cprp.com.

Compass Point Retirement Planning Inc Industry Tags

Financial Services
Financial Advisory Services
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Compass Point Retirement Planning Inc Tech Stack

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FAQ

What is the location of Compass Point Retirement Planning Inc's headquarters?
The headquarters of Compass Point Retirement Planning Inc are situated at 500 Edgewater Drive Suite 565, Wakefield MA
What is Compass Point Retirement Planning Inc's phone number?
Compass Point Retirement Planning Inc's contact number is (800) 246-1433.
What is Compass Point Retirement Planning Inc's official website?
The official website of Compass Point Retirement Planning Inc can be found at cprp.com.
What is Compass Point Retirement Planning Inc's current revenue?
As of October 2016, Compass Point Retirement Planning Inc's annual revenue reached $5B.
How many employees does Compass Point Retirement Planning Inc currently have?
Compass Point Retirement Planning Inc employs approximately 12+ people as of October 2016
Which industries is Compass Point Retirement Planning Inc primarily operating in?
Compass Point Retirement Planning Inc operates in the following industries: Finance, Credit
What are Compass Point Retirement Planning Inc's industry tags?
Compass Point Retirement Planning Inc's industry tags include: Financial Services, Financial Advisory Services
When was Compass Point Retirement Planning Inc founded?
Compass Point Retirement Planning Inc was founded in 1995.

Employee Directory

Key Employees

Thomas Nee

Co Founder and Financial Advisor

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