Compass Financial-0
Compass Financial-0
Financial Planner

Compass Financial Ben Sawyer Blvd, Mt Pleasant, South Carolina

5.0
(5)Check map
Phone:
+1 843-800-5241
Website:
http://www.navigateyourwealth.com/
Address:
1470 Ben Sawyer Blvd suite a-1, Mt Pleasant, SC 29464, United States
Hours:
Tuesday7AM–5PM
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    Services

    • Estate planning

    • Financial planning

    • Tax planning

    • Wealth management

    • 401K Portfolio Management

    • Annuities

    • Banking on Yourself

    • Guaranteed Income

    • Permanent Life Insurance

    • Post-Tax Retirement Strategies

    • Pre-Tax Retirement Strategies

    • Premium Finance

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    Compass Financial Reviews

    5.0 stars based on 5 reviews

    Featured Comments:

    • J

      Janine Dalva

      5.0

      I was referred to Karen and Samantha by a friend and it has been a very positive experience. I am new to financial investing and they took the time to explain things and make suggestions so that I could make sound decisions. Their email newsletters are interesting and informative. Karen and Samantha are both very personable and responsive when you have questions.

      Response from the owner

      Thank you Janine We love working with you!

    • P

      Patty Dietz

      5.0

      Thankfully, over the years we had always been able to prioritize savings, but were still not confident in our ability to actually retire. How much was enough? Could we really do this? We knew we had a short timeline and we needed a plan. Meeting Sam and Karen was one of the best things to happen to us & our future. Through their education, planning & use of strategic models we were able to create a plan that gave us the confidence we needed to stay focused! I know retirement is still a few years away, but we can't wait & now have confidence we will be ready!

    • D

      Dennis Hall

      5.0

      To be honest we only went to Karen and Sam’s seminar for the free meal. But during their presentation we realized they had a lot to offer us in preparing for our retirement. We had several meetings with them looking at our different options. We finally decided on an annuity and are extremely happy with the product. Karen and Sam were very patient throughout the process and never got tired of answering our multitude of questions. They continue to stay in touch and are such a joy to work with. We feel like they are more friends now then financial advisors!

    More reviews (2)

    Payday Loan Calculator

    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Tuesday :7AM–5PM
    • Wednesday :7AM–5PM
    • Thursday :7AM–5PM
    • Friday :Closed
    • Saturday :Closed
    • Sunday :Closed
    • Monday :7AM–5PM
    click

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    FAQs

    • 1. How to Make Contact With Compass Financial?

      You may contact them by calling this phone number +1 843-800-5241. Using their website's online form can be helpful.

    • 3. What Services Does Compass Financial Provide?

      Compass Financial also offers these loans:
      Estate planningFinancial planningTax planningWealth management401K Portfolio Management More services are available from Compass Financial.

    • 5. Is Compass Financial an Agency or a Lender?

      Compass Financial is a Financial planner. However, WeLoans, as an online lending broker, can help you establish connections with over 100+ lenders to get loans with no hard credit checks.

    • 2. Where Can I Find Compass Financial? How Can I Find It?

      Compass Financial is at 1470 Ben Sawyer Blvd suite a-1, Mt Pleasant, SC 29464, United States. Simply use the map to discover the shortest path. You can find more similar loan stores here.

    • 4. How Can I Get a Loan at Compass Financial?

      You can fill out their online application form on their website. If you need a same day loan, you can reach on WeLoans for more information.

    • 6. What if I'm Unable to Pay Back My Loan?

      The best course of action is to contact your lender if you think you might have difficulties making your payments on your loans. Your lender may either agree to modify your due date or allow you to skip payments for a few months.

    • 7. Is Compass Financial Provide Bad Credit Loans?

      Yes. However, if you are looking for a bad credit loan, you can try WeLoans.