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At Compass Capital Management, LLC we believe that your wealth is not solely determined by your money or your assets. Our team considers all important aspects of your life when preparing your LifePlan SolutionTM. Tax planning, risk management, estate planning, college funding and investment management are all coordinated into our client's financial plans using independent advice under one personal advisor. Please also note our office at: 7633 East 63rd Place Suite 300 Tulsa, OK 74133
321 S 3rd St, Ste 4, McAlester, PA, 74501, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
We couldn’t have retired on time with a great path forward without Jimmy and the gals at Compass!
He’s honest and keeps me updated on what’s going on. Has great employees.
I don't know much about Compass Capital,but I had the privilege of starting headstart with Jimmy J. Williams and I even know what the middle J stands for.He was always doing thing's to improve himself and others around him,sometimes funny but usually pretty serious about thing's.Jimmy's puts his whole heart into whatever he does,and If a friend or family or a stranger needed help it would be nothing for Jimmy to volunteer.I love his Mother and Father,they were always there not just for him but for use all,guess that's where ... read more
I meet Jimmy J. Williams when I was working at Braums on George Nigh Expressway. Actually first time talking to him. I know him longer than that. Just got to really talk to him. All about what kind of work he does. It is great to have People like Jimmy to take the time to talk to you and he even gave me a business card. Told me if I ever need help. Call him anytime. He does the kind of work we were dicussing. I think the Company is great to.
Compass Capital Management has a 5 star rating with 11 reviews.
Compass Capital Management is closed now. It will open on Monday at 8:00 a.m.
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