Compass Asset Management Group

"I recently had the pleasure of visiting Compass Asset Management Group, and my experience was nothing short of exceptional. From the moment I walked through the doors, I felt a sense of professionalism and dedication that truly set this firm apart. The team at Compass Asset Management Group is comprised of experts in their field, and it's evident that they prioritize client success above all else. What impressed me the most was their commitment to transparency and integrity. The financial world can be complex and overwhelming, but Compass Asset Management Group demystifies it with clear communication and a genuine desire to educate their clients. I left our meetings feeling empowered and confident about my financial future. If you're seeking a wealth management partner that combines expertise, transparency, and a genuine commitment to your financial success, look no further. I wholeheartedly give them a five-star rating and highly recommend their services."

"Compass Asset Management is an amazing group of advisors who takes their roles in all of their clients financial health very seriously. They not only treat their clients with the most respect, but they genuinely care about their wellbeing, both personally and financially. The entire team at Compass is extremely knowledgeable and always looking to further educate themselves so they can best serve their clients. Steve has personally given me some amazing advice and information, as well as others that I know. I highly recommend this team for your financial needs, they become a partner in your journey!"

"Professional, resourceful and creative. Steve takes a personal interest in each and every client."

"Steve is a constant professional. His staff went above and beyond to make sure the process was smooth and enjoyable. Steve and his team took the time to explain and go over every step from beginning to end. I highly recommend Steve and his team at Compass Asset Management."

"Compass Asset Management is wealth management firm in the Hudson Valley with a long and trusted reputation amongst businesses and consumers. The staff is not only competent, they are always educating themselves way before many in their sector take on the endeavor. Financial firms such as this take on a major fiduciary responsibility to ensure every last cent of you financials are not only accounted for, they are precisely placed in the proper investments to ensure your goals are met beyond expectations. Constant communication with a professional manner , security and compassion are synonymous with their skills they provide from each one of their clients. I don't hesitate to refer Compass Assett Management to a connection, colleagues and family members. I without a doubt highly recommend this firm for all financial information and investment planning."