Financial Compass Group, LLC
Financial Compass Group, LLC

Financial Compass Group, LLC Information

Contact top employees from Financial Compass Group, LLC

Summary

Financial Compass Group, LLC is a private company. The company currently specializes in the Financial Services area. The number of employees ranges from 1 to 25. The annual revenue of Financial Compass Group, LLC varies between 100K and 5.0M. To connect with Financial Compass Group, LLC employee register on SignalHire.

Organization Website

financialcompassgroup.com

Phone Number

781-416-2900

Industries

Headquarters Location

93 Worcester St, Wellesley Hills, Massachusetts, 02481 US

Employees Size

10-50 employees

Specialties

Financial Planning and Insurance Insight, Retirement, Estate, and Legacy Planning Strategies, Retirement Plan Consulting, Investment Management, Life, Disability and Long-Term Care Insurance, Group Fringe Benefits and Comprehensive Business Succession Planning

SIC Code

6199

Founded

2011

Estimated Annual Revenue

$100K - 5.0M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Financial Compass Group, LLC shows a diverse range of experience levels:
5% have been with the company for less than 1 year14% for 1–2 years9% for 3–4 years14% for 5–7 years14% for 8–10 years45% have over 11 years of service at Financial Compass Group, LLC
Ex-employees positions
In Company
In New Company
Contact top employees from Financial Compass Group, LLC
Lauryn Barbaro
Wealth Management Intern
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Dorothy Smith
Practice Manager
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Eric Dean
Financial Professional
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Rebecca Fontes
Client Service Administrator
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Kristen MD Grace
Senior Client Service Administrator & Office Manager
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Patrick Belniak
Financial Advisor
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Mark Waterhouse
Financial Advisor
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Ryan Stanick
Financial Advisor
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Kurt Pion
Sr. Client Service Associate
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Jacob Marrier
Client Services Associate
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Richard Shakter
Founding Partner
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Dallas Nylen
Client Services Administrator
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Joseph Poirier
CERTIFIED FINANCIAL PLANNER™ professional
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Sofia Henriquez
Financial Services Intern
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Glenn Sullivan
Financial Advisor
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FAQ

Financial Compass Group, LLC operates in the Finance industries. More details can be found on the official website: financialcompassgroup.com.
The headquarters of Financial Compass Group, LLC are located in Wellesley Hills, United States.
You can contact Financial Compass Group, LLC by phone at 781-416-2900.
Financial Compass Group, LLC currently employs 10-50 people.
Financial Compass Group, LLC's revenue is approximately < 1M.

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