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Lisa Marie Wise Email
Finance and Operations Manager . Compass Point Retirement Planning
Wakefield, MA
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Employees:
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$2.1MAbout
Compass Point Retirement Planning offers objective and independent financial planning services to families and individuals making the transition from a lifetime of hard work to the retirement lifestyle they have earned. We are dedicated to providing a comfortable and respectful team environment that addresses your unique situation, and offers perspective and guidance on the ever-changing financial landscape. 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. For a list of states that Compass Point Retirement Planning is licensed to sell securities, please visit https://cprp.com/. Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. Content is for general purposes only and is not an offer to buy or sell any security. IFG, CPRP and F3Logic do not provide tax or legal advice.Compass Point Retirement Planning Address
500 Edgewater Drive, Suite 565Wakefield, MA
United States