We're in a New Location to Serve You Better!

500 Edgewater Drive, Suite 565 (3rd Floor)
Wakefield, MA 01880
800.246.1433, 781.246.1433
781.246.2482 (Fax)

Visit our Workshop tab to learn about upcoming seminars: 
"Financial Strategies for Successful Retirement"

 

Who We Are

Compass Point Retirement Planning, Inc. is a Registered Investment Advisory Firm that helps clients develop appropriate and fitting retirement plans. Not only do we work with you to create a custom tailored plan, we constantly monitor your investments and communicate with you to maintain an up-to-date plan to reflect any changes that may have come about since the previous meeting. Our professional experience is your compass. Our goal is to help you monitor and maintain a sound financial future.

We can help you build a secure, highly individualized financial plan that addresses the challenges you will face today and in the future. Our professional experience is your compass.

NPC Privacy Policy
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Compass Point Retirement Planning is a Registered Investment Adviser. Investment Adviser Representatives of Compass Point Retirement Planning, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities licensed associates of Compass Point Retirement Planning, Inc., are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, member FINRA/SIPC. Compass Point Retirement Planning and NPC are seperate and unrelated companies.