Compass Financial is renowned for its exceptional financial services. The company is owned and managed by Joe Fricke, an avid finance enthusiast. With a team of skilled financial advisors and insurance specialists, Compass Financial delivers top-notch financial solutions to its clients. As an independent fiduciary firm, Compass Financial works tirelessly to offer a broad spectrum of financial services. Since 2018, the company has recorded steady growth. Compass Financial specializes in providing investment advice, tax preparation, bookkeeping, and Medicare consulting to clients in Springfield, Missouri, and Bentonville, Arkansas. The company offers virtual meetings and free consultations with its experts to help you identify your financial needs and goals.
3 Best Financial Services in Springfield, MO
Expert recommended Top 3 Financial Services in Springfield, Missouri. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
COMPASS FINANCIAL REVIEWS
I want to give a shout-out to Joe of Compass Financial! I highly recommend Joe as my financial fiduciary advisor! Joe helped me realize the maximum potential of an entrepreneurial project of mine. Joe is patient in listening to your vision and is thorough in strategy and resources. I am confident his genuine commitment will help me achieve success in financial planning and generational wealth. And kudos to an awesome team support.
Joe is definitely knowledgeable in his field. He was able to explain the aspects of taxes and finances with no hesitation. He's also anxious to relate how he's constantly researching and learning, doing his best to stay up to date with current activities and dealings that may affect his clients. He's great to work with, and willing to work with anyone.
Joe is very compassionate and cares about getting to know his clients. His financial advice is catered to your own personal situation, so it is not “one-size-fits-all” advice. He is very articulate in explaining taxes, investments, social security, etc., in a way that is easy to understand. He quickly responds to emails, and I will add, he is very patient.
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Chris Marshall is a distinguished advisor at Edward Jones in Springfield. He firmly believes in taking the time to comprehend your financial objectives before making any investments. As an Edward Jones financial advisor, he can help you strike a balance between investing and taking the necessary steps to achieve your long-term goals. Whether you're planning for retirement, intergenerational planning, or safeguarding the financial future of your loved ones, Chris Marshall can collaborate with you to create personalized strategies that align with your goals. At Edward Jones, they prioritize monitoring your progress to ensure you remain on track and determine if any adjustments are necessary. They are devoted to providing you with unparalleled client service.
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CHRIS MARSHALL - EDWARD JONES REVIEWS
Chris makes himself accessible to clients and uses effective listening skills as the foundation for providing guidance and support to those seeking to establish and maintain financial goals. Chris's assistant Nancy consistently demonstrates personalized, genuine interest toward and effective communication with clients. Though Chris was highly recommended to me, still I interviewed at least three other financial advisors prior to meeting Chris. He clearly stood out among the others. He and Nancy have both been knowledgeable, professional, and personable while providing sound financial advice and management.
I've been working with Chris and his assistant Nancy for several years. I had little experience in investing. I was retired and needed help planning how to stretch my money over the rest of my lifetime. I was immediately struck by Chris's honesty and integrity. Big money or small money, Chris is equally attentive to your needs and goals. I feel completely comfortable learning from and working with him. For a new investor or an experienced one Chris's knowledge and professionalism will gain your confidence.
Chris is very knowledgeable and yet is able to communicate the information in a manner that can be understood easily. He is attentive to his client’s situation and provides valuable direction. He has been a valuable resource for saving, investing, retirement planning and wealth strategies. He has been a great help to my family.
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Baron Financial Group, LLC is committed to leveraging its knowledge and experience to assist clients in achieving their financial goals. With over 20 years of experience in complex financial planning for both individuals and businesses, Daniel Malachowski at Baron Financial Group brings a wealth of expertise to the company. For the past two decades, Baron Financial Group has been dedicated to helping investors succeed on their financial journeys. Their mission is to offer clients the knowledge and experience necessary to meet their financial needs. The company has aided clients nationwide in taking steps toward a secure financial future, with a specialization in retirement planning and investments, 401(k) rollovers, 529 college savings plans, 401(k) and profit-sharing plans for businesses, life insurance, individual stocks, bonds, mutual funds, and annuities.
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BARON FINANCIAL GROUP, LLC REVIEWS
I attended a financial workshop that Dan Malachowski (of Baron Financial Group) was hosting with my husband. As newlyweds, we were hoping to take home some strategies that would help us stay on track financially. We got that and more from this workshop and from Dan. From the moment we started our discussion, we could tell that Dan was extremely knowledgeable and eager to share that with us. he was able to give us peace of mind that some of our previous decisions (ex. take out life and disability insurance) were good and wise ones for us. If you are looking for someone who can help you with a budget or your long term financial goals, Dan is definitely the professional we would recommend.
My experience with Dan Malachowski and the Baron Financial Group has been nothing less than exceptional. Dan took the time to talk to me about my financial future but helped me outline a plan to achieve my goals both long term and short. A big thank you to Dan and all the guys at Baron Financial Group.
I've been with Baron now for 5-6 years. Very professional, I trust they're advise wholeheartedly. The information is straightforward and concise; easy to understand. I could recommend Dan and his team any more highly.
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