Compass Asset Management Group

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Investment Management, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 4:30 pm

(845) 563-0537Call Visit WebsiteVisit Website Map & DirectionsDirections100 Stony Brook CtNewburgh, NY 12550 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Places Near Newburgh with Investment Management

New Windsor (4 miles)
Beacon (7 miles)
Cornwall (9 miles)
Fishkill (10 miles)
Cold Spring (12 miles)
Washingtonville (13 miles)
Marlboro (13 miles)
Walden (13 miles)
Montgomery (14 miles)
West Point (15 miles)

More Info

Extra Phones

TollFree: (800) 420-3046

Payment method

amex, cash, discover, master card, visa

Other Links

http://www.compassamg.com

https://compassamg.com/blog/tag/five-star

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

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Details

Phone: (845) 563-0537

Address: 100 Stony Brook Ct, Newburgh, NY 12550

Website: http://www.compassamg.com

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Compass Asset Management Group

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Investment Management
INVESTMENT MANAGEMENT – construct and actively manage investment portfolios that represent your goals, interests and comfort with economic and market conditions.
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Accounting Services
Cash Flow Analysis
Maria is a CERTIFIED FINANCIAL PLANNER™ professional on staff and a Private Client Manager with Compass Asset Management Group in Newburgh, NY. Maria brings over twenty five years of experience in the financial services industry. Her expertise includes holistic financial planning, women’s financial issues, investment portfolio design, retirement planning, cash flow analysis and distribution planning. As the staff planner, Maria provides customized client solutions for their unique financial situations.

Financial Planning
Steven holds a Bachelor of Science in Business and Economics from the State University of New York at Plattsburgh. He has studied the Financial Planning & Financial Analyst curriculum at both the American College for Financial Planning and Marist College.
Retirement Planning
Steven is a financial planner, estate planner and wealth strategist with 36 years of experience consulting and advising affluent clients. He has deep experience developing client-centric, consultative, financial planning & investment management solutions for professionals, senior executives and affluent families across multiple generations. His specialties are retirement planning, income distribution planning, executive compensation and employee benefits plans – 401(k), 403(b).
Long Term Care
ELDER CARE & MEDICAID PLANNING – determine best approach and counsel clients on how to manage and protect assets or transfer wealth with a view to avoiding Medicaid concerns.
Asset Management
“At Compass Asset Management Group, our underlying belief is that education and communication are the foundational precepts that empower success.”
Living Trusts
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COLLEGE FUNDING – determine financial needs and develop strategies that best help you prepare for this essential and exciting phase.

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