Compass Financial Ben Sawyer Blvd, Mt Pleasant

Compass Financial Reviews

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  Patty Dietz
  5

  Thankfully, over the years we had always been able to prioritize savings, but were still not confident in our ability to actually retire. How much was enough? Could we really do this? We knew we had a short timeline and we needed a plan. Meeting Sam and Karen was one of the best things to happen to us & our future. Through their education, planning & use of strategic models we were able to create a plan that gave us the confidence we needed to stay focused! I know retirement is still a few years away, but we can't wait & now have confidence we will be ready!

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  Dennis Hall
  5

  To be honest we only went to Karen and Sam’s seminar for the free meal. But during their presentation we realized they had a lot to offer us in preparing for our retirement. We had several meetings with them looking at our different options. We finally decided on an annuity and are extremely happy with the product. Karen and Sam were very patient throughout the process and never got tired of answering our multitude of questions. They continue to stay in touch and are such a joy to work with. We feel like they are more friends now then financial advisors!

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  Michael OShaughnessy
  5

  Our personal and retirement accounts have been under the capable guidance of Karen and Sam since the early 1990’s. They have helped to create a very comfortable future for my family. Their experience and knowledge of many diverse financial products is unparalleled. They constantly educate themselves and explain to us what’s available in new or classic investment opportunities.

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  Janine Dalva
  5

  I was referred to Karen and Samantha by a friend and it has been a very positive experience. I am new to financial investing and they took the time to explain things and make suggestions so that I could make sound decisions. Their email newsletters are interesting and informative. Karen and Samantha are both very personable and responsive when you have questions.

  Response from the owner

  Thank you Janine We love working with you!

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  Lee-Anne Scalley
  5

  Working with Compass Financial has been outstanding to say the least. They are super knowledgeable about their industry and as a client, I have been extremely impressed. If you are looking to enhance your retirement plans, focus on a new financial track and invest wisely, you have found your match. I wouldn't use anyone else.