Compass Point Retirement Planning, Inc.

Compass Point Retirement Planning, Inc. (CRD# 116789) is a financial advisory firm headquartered in Wakefield, MA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
500 Edgewater Drive, Suite 565, Wakefield, MA 01880
http://www.compasspointretirement.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Compass Point Retirement Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michael Labrie, financial advisor Wakefield MA
Michael J. Labrie
CRD#: 2171774
401 Edgewater Drive, Suite 560, Wakefield, MA 01880

Michael Labrie (CRD# 2171774) is an Investment Advisor Representative working at Compass Point Retirement Planning, Inc. in Wakefield, MA and has over 32 years of experience in the finance industry.

2
Thomas Nee, financial advisor Wakefield MA
Thomas F. Nee
CRD#: 2049953
401 Edgewater Place, Suite 560, Wakefield, MA 01880

Thomas Nee (CRD# 2049953) is an Investment Advisor Representative working at Compass Point Retirement Planning, Inc. in Wakefield, MA and has over 33 years of experience in the finance industry.

3
Martin Plecinoga, financial advisor Wakefield MA
Martin E. Plecinoga
CRD#: 2776556
401 Edgewater Drive, Suite 560, Wakefield, MA 01880

Martin Plecinoga (CRD# 2776556) is an Investment Advisor Representative working at Compass Point Retirement Planning, Inc. in Wakefield, MA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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