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Compass Financial Group
- Financial Services
- Raleigh, NC
About this business
Location details
7000 Harps Mill Rd, #201, Raleigh, NC, 27615, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:30 p.m. | |
| Tue | 9:00 a.m. to 5:30 p.m. | |
| Wed | 9:00 a.m. to 5:30 p.m. | |
| Thu | 9:00 a.m. to 5:30 p.m. | |
| Fri | 9:00 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
If you're looking for a financial advisor in Raleigh, I highly recommend working with Rachel! She is very knowledgeable, especially around retirement and tax planning, yet she makes the complex topics approachable and easy to understand. She is thoughtful and genuinely cares about helping people make smart decisions with their money.
I recently moved the management of my retirement accounts to Compass Financial, and I'm extremely pleased with the experience. Rich took the time to really understand where I am, what I want my retirement years to look like, and how I view my investments as part of the plan. Rich helped me identify better investment options and made changes that I feel much more confident about. What I appreciate most is that he explains the reasoning behind his recommendations in a way that makes sense, answers my questions without making m... read more
He is patient and thorough and a joy to work with.
I am writing to share feedback regarding my experience working with Rachel Betzweiser. Rachel is not only extremely knowledgeable in her field, but she is also deeply committed to assisting her clients with their individual needs. It has been an absolute pleasure working with her, and I wanted to ensure her dedication and excellent service were recognized.
We are extremely satisfied with the work Rachel has done as our retirement planner. She is consistently calm, clear, and provides sound, practical advice. She keeps us steady during market fluctuations. Rachel meets with us regularly and always comes prepared with a well-organized agenda. We highly recommend her for all financial planning needs.
Frequently asked questions about Compass Financial Group
How is Compass Financial Group rated?
Compass Financial Group has a 4.9 star rating with 38 reviews.
When is Compass Financial Group open?
Compass Financial Group is open now. It will close at 5:30 p.m.
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