Dave Cfp's Contact Details

Dave Cfp's Company Details

Compass Securities

Newton, MA, US • 20 - 49 Employees
Financial Services

Compass is exactly what our service mark says we are, Your Trusted Financial Advisor. The Compass brand is a promise to our clients; a promise of trust and integrity that we are absolutely confident we can deliver. Clients can confidently trust that their interests come first. It's basic, and maybe old fashioned, but what could be more important? Next-integrity. We deliver what we say we will and do our best to provide good outcomes. Clients have to believe that we are smart enough to understand and anticipate what will happen to their money and that appropriate and reasonable risk controls are in place. We also build on that confidence with an operational structure that is all about safety of assets: we do not hold client funds or securities. We partner with strong national level companies like SEI Trust and Pershing (a Bank of New York company). We implement strong investor protection measures and regulatory compliance programs so that our clients can feel confident about the safety of their assets and the quality of our advice. Compass delivers a balance between the size and strength of world-class strategic partners like SEI Trust and Pershing, and local responsiveness and personal attention. We are a well-sourced company with consultative roots, which filters through in our culture. We know how to listen and deliver quality solutions for our clients' needs.