COMMUNITY2019-05-29T16:15:30+00:00
Community

Spreading Holiday Cheer with Toys for Tots

We hope you’ll be the ones to hit the road and visit us in our Wakefield office to participate in our annual toy drive to support the United States [...]

October 30th, 2018|
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Topsfield Fair

Compass Point Retirement Roadies will be at the Topsfield Fair every day from September 28 to October 8. This family-friendly event has entertainment for everyone, so we hope that [...]

September 4th, 2018|
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Newburyport Riverfront Music Festival

Join the Compass Point Retirement Planning team at the 17th annual Newburyport Riverfront Music Festival on Saturday, September 1 from 12 to 6 p.m. We are an event sponsor this [...]

August 6th, 2018|
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Beverly Homecoming

For more than 50 years, the city of Beverly celebrates its community with a weeklong series of events during Beverly Homecoming. This year, we join our neighbors in this [...]

July 16th, 2018|
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500 Edgewater Drive, Suite 565
Wakefield, MA 01880
T: 800.246.1433
F: 781.246.2482

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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 the states of AZ, CA, CT, DE, FL, GA, HI, IN, IA, ME, MA, MI, MN, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, or WY 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. Advisory services through Compass Point Retirement Planning, Inc. (CPRP), a registered investment advisor. Additional advisory services through F3 Logic, a registered investment advisor. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. CPRP, F3 Logic, and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130.

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