Compass Retirement Solutions - Creve Coeur, Missouri

Address: 10326 Old Olive Street Rd, Creve Coeur, MO 63141.
Phone: 43731598.
Website: compassretirementsolutions.com
Specialties: Financial planner.
Other points of interest: Identifies as Black-owned, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 49 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Compass Retirement Solutions

Compass Retirement Solutions 10326 Old Olive Street Rd, Creve Coeur, MO 63141

⏰ Open Hours of Compass Retirement Solutions

  • Monday: 8 AM–4:30 PM
  • Tuesday: 8 AM–4:30 PM
  • Wednesday: 8 AM–4:30 PM
  • Thursday: 8 AM–4:30 PM
  • Friday: 8 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

Compass Retirement Solutions

Address: 10326 Old Olive Street Rd, Creve Coeur, MO 63141.

Phone: 43731598.

Website: compassretirementsolutions.com.

Especialidades

Financial planner.

Otros datos de interés

Identifies as Black-owned, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.

Opiniones

This company has 49 reviews on Google My Business.

Media de opinión

Average opinion: 4.7/5.

Características

La experiencia de Compass Retirement se destaca por las personas amables, profesionales y expertos. Los eventos son informativos y de alta calidad. La atención personalizada y la eficiencia son aspectos clave de este servicio.

Ubicación

La sede de Compass Retirement Solutions se encuentra en 10326 Old Olive Street Rd, Creve Coeur, MO 63141.

Información recomendada para una persona que busca sobre el

Para obtener más información sobre Compass Retirement Solutions, se recomienda visitar su sitio web o llamar al número de teléfono proporcionado. Es importante mencionar que esta empresa se identifica como Black-owned y ofrece servicios en línea.

👍 Reviews of Compass Retirement Solutions

Compass Retirement Solutions - Creve Coeur, Missouri
Sherri J.
5/5

So many good things to say about the Compass retirement experience. The people are the best, personable,friendly professional and efficient experts. The events are top notch and informational. You’re truly missing out if you’re not part of the family. Marvin, Tamara and the team are the best!! We had a time at the Ritz Red Carpet event!!

Compass Retirement Solutions - Creve Coeur, Missouri
Pamela S.
5/5

I have been with Compass Retirement since 2015. I have given them 5 stars because Marvin Mitchell and his staff have only shown loved to me and my finances. Marvin has also have educated his clients on way to save in taxes and many over financial advice.

Compass Retirement Solutions - Creve Coeur, Missouri
Tammie B.
5/5

I'm so happy I'm part of the Compass Family. Marvin is such a humble, intelligent and genuine kind young man and it extends through his team. The Ambassador event was a great treat from the venue to my favorite band, Dirty mugs which was a great surprise. Marvin and your group continue to strive for the stars. I'm so proud of you all, most importantly you show that diverse business can succeed. May God continue to bless you all and keep the company succeeding successfully. Thanks again for a Fantastic Evening.

Compass Retirement Solutions - Creve Coeur, Missouri
Yolanda D.
5/5

I love Compass! Everyone is pleasant and professional. Check him out and remember Y. Duncan referred you.

Compass Retirement Solutions - Creve Coeur, Missouri
Jack H.
1/5

I was disappointed with my time with Compass. I opened a Brokerage account and a Roth IRA with them about four years ago. Instead of maxing my Roth like I asked them to, they kept all of my money in the brokerage account. Additionally, they invested my money into low yield bonds and trash mutual funds. In 2022, I called them and asked them to max my Roth for that year, under the assumption that they had been maxing my roth for the prior two years. This is when I learned that they had not maxed my roth until that point, and that they were investing my money as if I was planning on retiring in 5 years, rather than 40. In other words, they played it too safe for my age and intentions.

That matters. Anybody will tell you that if you’re young, invest aggressively and get that compounding interest early.

After four years with compass retirement solutions, I LOST money post fees. I paid Compass to mismanage and lose my money for me.

If you’re young and looking to build your wealth, go ahead and avoid this company.

Compass Retirement Solutions - Creve Coeur, Missouri
Susan B.
5/5

Compass Retirement Solutions, Inc. is amazing. Marvin Mitchell, the owner, and his staff can help you develop a customized retirement plan according to your financial situation. He has written several books and is an excellent retirement advisor. Their events are so informative and fun!

Compass Retirement Solutions - Creve Coeur, Missouri
Rosalind R.
5/5

Compass Retirement Group has been a blessing to my family. I have learned a great deal from being a part of the Compass family. I walk away more knowledgeable about my investments each time we interact. Thanks Compass for great service and knowledge to enhance my financial portfolio.

Compass Retirement Solutions - Creve Coeur, Missouri
Keith D. W. S.
5/5

On my recent visit to Compass Retirement, the Advisor I met was very polite, kind, and knowledgeable of my purchased product. She was very attentive and listening to my needs. She made me feel right at home. From my appointment experience Compass Retirement is a 5 star Financial Advising Company.

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