Compass Consulting & Financial Revenue
Financial Services • 
8147 Copernicus Way, Ste 103, United States • 1-10 Employees
Compass Consulting & Financial revenue & valuation
| Annual revenue | $11,000,000 |
| Revenue per employee | $1,566,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,100,000 |
| Total funding | No funding |
Key Contacts at Compass Consulting & Financial
Dorothea 'Dottie' Cole
Ceo/Owner
Irene Surmonins-Thompson
Partner / Co-Founder
Company overview
| Headquarters | 8147 Copernicus Way, Ste 103, Trinity, Florida 34655, US |
| Phone number | +17278349700 |
| Websites | |
| NAICS | 52 |
| Keywords | Wealth Management, Business Planning, Financial Planning, Multi-Generational Planning, Rollovers, Family Estate Planning |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Compass Consulting & Financial Email Formats
Compass Consulting & Financial uses 3 email formats. The most common is {first initial} (e.g., j@ccfinancialfl.com), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ccfinancialfl.com | 40% |
{second initial}{last name} | odoe@fullcirclefinancial.net | 40% |
{first name}{last name} | johndoe@fullcirclefinancial.net | 20% |
About Compass Consulting & Financial
Our mission is to empower people to find, follow and fulfill their personal life objectives through goals-based financial planning and ongoing wealth management navigation At Compass Consulting & Financial we know that you want to be organized and empowered to simply live a fulfilled life. In order to do that, you need a clear plan. The problem is being unorganized which makes you feel disconnected from your life objectives. We believe this can affect more areas of life than just finances. Understanding this can be overwhelming, we offer clear and concise plans with an organized process. Here’s how we do it. Tap into 25 plus years of combined experience we work through your goals Partnering with you to organize everything for goals-based focus The CCF team then develops a personalized plan utilizing our Family Wealth Organizer Compass Consulting & Financial primarily offers fiduciary fee-based planning, consulting and ongoing wealth advice to individuals and businesses as an independent Investment Advisory Representatives of our Registered Investment Advisor, J.W. Cole Advisors, Inc. Some of our professionals are also licensed to provide for our clients’ insurance or securities needs as independent agents or registered representatives of J.W. Cole Financial, Inc. Our entire team is committed to providing our clients a steadfast and caring organization that will be there when they need us the most. “In smooth waters, all ships have good captains,” is an old Swedish proverb. Compass Consulting & Financial will continue to offer steady guidance through the ups and downs of the financial markets or within each clients’ personal journey. Whether your own financial voyage currently finds you safely in port, adrift at sea, or somewhere in-between—we are ready to be your trusted helmsmen. Allow our concern, our competence and our commitment to your success help you navigate past turbulent waters—to calmly set sail toward your own sunset.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Compass Consulting & Financial has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Compass Consulting & Financial has never raised funding before.
Compass Consulting & Financial Tech Stack
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