Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Planning Consultants

Compass Planning Assoc, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(617) 523-4666Write a Review

About

Important information

Overview

Compass Planning Assoc, Inc.

Wellesley Hls, MA 02481-6206

View Service Area
See Hours
Operating Hours
Closed
9:00 AM - 5:00 PM
9:00 AM - 7:00 PM
Closed
Closed
Closed
Closed

Find a Location

Compass Planning Assoc, Inc. has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    BBB Accreditation & Rating

    Compass Planning Assoc, Inc. is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    More InformationWhy choose a BBB Accredited Business?

    Join Trusted Businesses

    Become BBB Accredited

    About This Business

    Compass Planning Associates provides financial planning services, including assistance for families, individuals, and small-business clients to achieve financial security and control over their money. The company supports clients with a fee-only, client-centered approach that offers education and guidance to meet financial goals. Compass Planning Associates works closely with clients on a variety of financial planning needs, offering customized services and plans without requiring a minimum level of assets. They aim to help clients navigate their financial journey with personalized portfolio allocation and investment planning services. The business provides services to residential and commercial customers.

    BBB Accredited Since: 12/20/2017

    Years in Business: 29

    Photos and Videos

    • image description not provided by submitter

    Business Details

    Local BBB:
    Better Business Bureau in Eastern MA, ME, RI & VT
    BBB File Opened:
    11/17/2017
    Business Started:
    10/1/1996
    Business Incorporated:
    1/7/2005
    Type of Entity:
    Corporation
    Business Management:
    Ms. Jennifer Lane, Owner
    Ms. Beth Bond, Office Manager
    Number of Employees:
    5

    Additional Contact Information

    Principal Contacts
    Ms. Jennifer Lane, Owner
    Ms. Beth Bond, Office Manager
    Customer Contacts
    Ms. Jennifer Lane, Owner
    Ms. Beth Bond, Office Manager
    Additional Phone Numbers
    Other Phone: (888) 320-9993
    Additional Email Addresses
    Complaint: Email this Business
    Inquiry: Email this Business
    Sales: Email this Business
    Additional Websites
    yellowpages.com/boston-ma...
    manta.com/c/mtknfqj/compa...
    yelp.com/biz/compass-plan...
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Payment methods
    • Cash
    • Check
    Business Categories
    Financial Planning Consultants, Financial Services, Financing, Financial Consultants

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.