Media Room2019-01-08T16:46:30+00:00
Compass Point Media Room
Check out our latest press releases to stay up to date on what’s new at Compass Point.

Press Releases

MASSACHUSETTS RETIREMENT READINESS SURVEY >>

INTRODUCING THE TRU™ METHOD >>

Press Kit

MASSACHUSETTS RETIREMENT READINESS SURVEY RESULTS >>

MASSACHUSETTS RETIREMENT READINESS SURVEY INFOGRAPHIC >>

COMPASS POINT BIOS >>

COMPASS POINT FAQ >>

TRU™ METHOD FACT SHEET >>

TRU™ METHOD FAQ >>

Press Contact

Sylvie Tse, marlo marketing
617-375-9700
stse@marlomarketing.com

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, HA, 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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