We Offer Complementary Second Opinion
If you’re questioning the advice you’re receiving from your financial advisor, we can offer an educated second opinion.
In this challenging economy, many clients find themselves in a complex situation or just unhappy with the advice or service he or she has been receiving from their financial advisor.
We’re pleased to offer a complimentary second opinion service. We’ll engage in an open dialogue to learn about your values, goals, and the relationship you would like to find in a wealth advisor. We will complete thorough financial analysis including strategic recommendations for your review. If needed, we will suggest other ways we can help, including recommending another provider if we are not a good fit for your needs.
In addition, we would be honored to offer our valued clients’ friends, family members or colleagues the same expertise and guidance that you have come to expect from Compass Wealth Solutions.