|
|
 | How do I know which department to ask for? | | |
| Our receptionist is a terrific resource. She will always ask how she may be of service so she can direct your call efficiently; if you aren't sure whom to ask for, rely on her for help., To schedule appointments for account reviews, retirement meetings, or rollover meetings, ask to speak to the Client Services Department. more.... |
| What can I expect from the long-term relationship with Compass Point? | | |
| Communication, We understand that the issues of retirement and investing carry various emotions and concerns. Keeping communications open can keep concerns at a minimum and can help solve problems before they occur. We always welcome your calls and your questions. Communication, we believe, is the first step to solution. more.... |
| How is Compass Point organized? | | |
| Compass Point has two client components: Financial Management and Client Services. All Compass Point clients work with both. As we greet you when you call, we will ask how we may help you. Your answer allows us to connect you with the department and the person you most need to speak with. more.... |
| What happens to my money when I decide to work with Compass Point? | | |
| It is important to understand two things: more.... |
| How do I start working with Compass Point? | | |
| The introductory process has four steps. You should feel comfortable at each one and eager to see what the next step will reveal. At the end, you will decide if the Compass Point relationship is right for you. more.... |