Services Offered

Financial Planning

Comprehensive strategies for retirement, education, and wealth accumulation tailored to your goals.

Investment Management

Personalized portfolio management and investment advice to optimize returns and manage risk.

Business Consulting

Expert guidance for businesses on financial structuring, growth strategies, and operational efficiency.

Tax Planning

Proactive tax strategies to minimize liabilities and maximize savings for individuals and businesses.

Estate Planning

Assistance with wills, trusts, and legacy planning to secure your financial future for generations.

Reviews

5(2 reviews)

R

Rick Ferron

via Google

7 months ago

Great source of information from professional & friendly Folks.

D

David George

via Google

7 months ago

Always very informative and helpful for many years.

CF

Compass Financial Services, Inc.

Name: Compass Financial Services, Inc.
Address: 108 Cambridge Plaza Drive, Winston-Salem, NC, 27104, US
Telephone: (336) 768-5111
Price range: $$$
Rating: 5

Your trusted partner for personalized financial guidance and wealth management.

New · No reviews (yet)

$$$

Business

financial-advising

business-consultants

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About Compass Financial Services, Inc.

Compass Financial Services, Inc. is a premier financial consulting firm based in Winston-Salem, NC, dedicated to providing expert advice and tailored solutions for individuals and businesses. With a perfect 5/5 rating from satisfied clients, we offer professional, friendly, and informative services to help you navigate complex financial decisions, plan for the future, and achieve your financial goals. Our experienced team is committed to delivering reliable, long-term support that builds trust and fosters financial success.