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 3 states (or territories).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, VT

Financial Advisors at Compass Point Retirement Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michael J. Labrie
CRD#: 2171774
401 Edgewater Drive, Suite 560, Wakefield, MA 01880
83
Wealthminder
score

Michael Labrie (CRD# 2171774) is an Investment Advisor Representative working at Compass Point Retirement Planning, Inc. in Wakefield, MA and has over 26 years of experience in the finance industry.

2
Thomas F. Nee
CRD#: 2049953
401 Edgewater Place, Suite 560, Wakefield, MA 01880
83
Wealthminder
score

Thomas Nee (CRD# 2049953) 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.

3
Martin E. Plecinoga
CRD#: 2776556
401 Edgewater Drive, Suite 560, Wakefield, MA 01880
83
Wealthminder
score

Martin Plecinoga (CRD# 2776556) is an Investment Advisor Representative working at Compass Point Retirement Planning, Inc. in Wakefield, MA and has over 21 years of experience in the finance industry.

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