Media Room2019-05-29T16:14:08+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

CeCe Olack
800.246.1433
colack@cprp.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, 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 offered through Compass Point Retirement Inc., a registered investment adviser. Additional advisory services through f3Logic LLC, a registered investment adviser. Securities offered through Independent Financial Group (IFG), a registered broker dealer and investment adviser, member FINRA/SIPC. Compass Point Retirement Inc., f3Logic LLC And IFG are unaffiliated entities. OSJ Branch: ***** High Bluff Dr. Ste. 200 San Diego, CA 92130.

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