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Compass Financial Group

4.9

About this business

Location details

7000 Harps Mill Rd, #201, Raleigh, NC, 27615, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:30 p.m.
Tue9:00 a.m. to 5:30 p.m.
Wed9:00 a.m. to 5:30 p.m.
Thu9:00 a.m. to 5:30 p.m.
Fri9:00 a.m. to 5:30 p.m.
SatClosed
SunClosed
4.934 reviews
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Liz Boltz's profile image
Liz Boltz 
3 months ago

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. 

Nancy Vesley's profile image
Nancy Vesley 
3 months ago

Richard Hill and his team have been a blessing to my family. His professionalism, trustworthiness and responsiveness is beyond measure, and his guidance in all matters, financial and otherwise, has been invaluable. From day one, he exhibited extraordinary patience and compassion interacting with my late father as he navigated that late stages of Parkinsons, and now with my not-computer-literate elderly mother--even making house calls on occasion. I would highly recommend Richard Hill and Compass Financial to anyone who is se... read more

Miriam Waters's profile image
Miriam Waters 
4 months ago

As a tax professional, it is refreshing to have a financial advisor who I feel confident in referring clients to work with. I have an established relationship with Richard and his staff in helping our mutual clients achieve their financial goals when planning for retirement. Richard and his staff are a pleasure to work with! 

Michael Lendach's profile image
Michael Lendach 
4 months ago

Richard and his team do a great job! He focuses on what is most important to me, as well as making recommendations that are in my best interest. He is patient with my questions and is willing to fully hash out topics to arrive at a quality decision. And of course importantly, my portfolio is doing well. I highly recommend Richard! 

Stacey Hall's profile image
Stacey Hall 
4 months ago

Compass Financial Group was recommended to my husband and I after his business had gotten large and profitable enough that it was time to get some expert advice. Well, we got exactly that, invaluable expert advice. We have been so very pleased with the entire team. We were novices to investing and financial planning and they have taken us step by step and have provided so much guidance that we feel like we would not be where we are today without them. We highly recommend this company, trustworthy, knowledgeable, professional... read more

Frequently asked questions about Compass Financial Group

How is Compass Financial Group rated?

Compass Financial Group has a 4.9 star rating with 34 reviews. 

When is Compass Financial Group open?

Compass Financial Group is closed now. It will open tomorrow at 9:00 a.m. 

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