Compass Wealth Management, LLC
About the Business
Compass Wealth Management, LLC is a leading financial institution located in the heart of Atlanta, Georgia. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our knowledgeable advisors are here to guide you every step of the way. At Compass Wealth Management, LLC, we pride ourselves on providing exceptional service and building long-lasting relationships with our clients. Visit us at 3340 Peachtree Road to learn more about how we can help you secure your financial future.
Photos
Location & Phone number
3340 Peachtree Rd Unit 620, Atlanta, GA 30326, United States
Hours open
Monday:
8:30 AM - 4:00 PM
Tuesday:
8:30 AM - 4:00 PM
Wednesday:
8:30 AM - 4:00 PM
Thursday:
8:30 AM - 4:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was referred to Robert Amato nine years ago, just before I retired. His guidance with my finances has been invaluable. He made applying for my pension and Social Security Retirement benefits easy and when there was a hiccup with the SSA a few years later, he and his team were there to council and assist me. In fact, his team had a greater understanding of the SSA statutes than the imdividual handling our case which led to me receiving a favorable outcome. Additionally, his market strategies have been remarkably Intune with the financial climate. He is the Principal at CWM and has built a team with diverse expertiese. I urge you to look at his YouTube chanel to get a feel for the depth of his knowledge and expertiese. I recomend Compass Wealth Management without reservation."
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