Compass Wealth Strategies
Financial Services • 
250 Pehle Ave, Suite 900, United States • 1-10 Employees
Company overview
| Headquarters | 250 Pehle Ave, Suite 900, Saddle Brook, New Jersey 07663, US |
| Phone number | +12012915410 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Business Succession Planning, Succession Planning, Employee Benefits, Asset Protection, Annuities, Income Protection, Retirement Planning, Life Insurance, Estate Planning, Retirement Income Strategies, Legacy Planning, Multi-Generational Planning, Long-Term Care Insurance, Small Business Planning, 401K Rollovers, Key Person Protection, Business Insurance Planning, Education Funding Strategies, Lifetime Income Strategies |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at Compass Wealth Strategies
Thomas A. Messina
Founder
Compass Wealth Strategies Email Formats
Compass Wealth Strategies uses 1 email format. The most common is {first initial} (e.g., j@compasswstrategies.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@compasswstrategies.com | 100% |
About Compass Wealth Strategies
Thomas Messina with Compass Wealth Strategies provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Thomas Messina is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Thomas Messina is also Registered Representative(s) of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 250 Pehle Ave, Suite 900, Saddle Brook, NJ 07663 201-845-6900 Thomas Messina is not licensed in all jurisdictions. Compass Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.
Compass Wealth Strategies revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Compass Wealth Strategies has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Compass Wealth Strategies has never raised funding before.
Australia
Italy
Jordan
United Kingdom
Germany
Frequently asked questions
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