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Compass Financial
3271 East Battlefield Road, Springfield, Missouri, United States
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About the Compass Financial
Compass Financial is a top-rated finance institution located at 3271 East Battlefield Road in Springfield, Missouri. Founded by financial advisor Joe Fricke in 2018, Compass Financial offers a range of services including investments, retirement planning, tax preparation for both individuals and businesses, commercial bookkeeping services, and Medicare consulting.
The institution is dedicated to providing personalized financial solutions to help clients achieve financial freedom. With a team of experienced financial advisors and insurance experts, Compass Financial is committed to helping clients make informed decisions about their finances.
Whether you are looking for assistance with financial planning, tax preparation, bookkeeping, or Medicare coverage, Compass Financial is here to help. With a convenient location in the Aaron Sachs building in Springfield, Missouri, as well as a location in Bentonville Plaza near South Walton Boulevard in Bentonville, Arkansas, Compass Financial is easily accessible to clients in the greater Springfield and Bentonville areas.
If you are ready to take control of your financial future, contact Compass Financial today to schedule a consultation. Investment advisory services are offered through Foundations Investment Advisors, LLC, a SEC registered investment advisor.
Photos of Compass Financial
3271 E Battlefield Rd Ste 260, Springfield, MO 65804, United States
Opening hours of Compass Financial
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
00:00 - ?
Sunday:
? - 00:00
Reviews of Compass Financial
"Compass Financial has done my taxes for the last 2 years (2021 and 2022) and has been phenomenal to work with. Joe was thorough and had my taxes done within a timely manner. I found him through my previous job and am thankful. He treats all of his customers with the utmost respect and courtesy. I would highly recommend him and his team for any tax/retirement/financial needs. High praise for Jennifer and Chris as well!"
"Compass Financial helped me organize my finances with my painting business and did an amazing job with it! They are very professional and knowledgeable! I appreciate them taking the time to understand my needs, I highly recommend them!"
"A great place for all your financial decisions! Wether you need tax help or investment guidance, the team @ Compass will be there! With Joe steering the ship, you can be sure there will be smooth sailing!"
"Joe has worked with me for almost a decade. His expert knowledge and advice have been incredibly helpful. He has been able to help me reach financial security. I highly recommend Joe Fricke!"
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