COMPASS FINANCIAL

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.