Financial Compass Group Revenue

Financial Services • Wellesley, Massachusetts, United States • 11-20 Employees

Financial Compass Group revenue & valuation

Annual revenue	$367,437
Revenue per employee	$21,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,200,000
Total funding	No funding

Key Contact at Financial Compass Group

Don G Walters

Enrolled Agent/Owner

Company overview

Headquarters	93 Worcester St, Wellesley Hills, Massachusetts 02481, US
Phone number	+12077862508
Websites	financialcompassgroup.com fcgemail.com
NAICS	52
SIC	628
Keywords	Life, Retirement, Investment Management, Retirement Plan Consulting, Estate, Disability And Long-Term Care Insurance, Financial Planning And Insurance Insight, Legacy Planning Strategies
Founded	2011
Employees	11-20
Socials

Financial Compass Group Email Formats

Financial Compass Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

About Financial Compass Group

Financial Compass Group, LLC is an organization founded by three independent financial advisors each with unique skills, personality and insight formed from a highly successful collaboration of legal, accounting and insurance professionals. The firm offers a full spectrum of financial planning and insurance insight, including retirement, estate and legacy planning strategies; retirement plan consulting; wealth management; life, disability and long-term care insurance; group fringe benefits and comprehensive business succession planning. We work with individuals, families, and business owners to define and pursue their financial, retirement, and quality of life goals while helping them to protect and enhance milestones already reached. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-7679616.1 (02/25)(exp.02/29)

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Intern

Employees by Department

Financial Compass Group has 12 employees across 3 departments.

Departments

Number of employees

Funding Data

Financial Compass Group has never raised funding before.

Frequently asked questions

Financial Compass Group is located in Wellesley, Massachusetts, US.

You can reach Financial Compass Group at +12077862508.

Financial Compass Group generates an estimated annual revenue of $367,437. This revenue figure reflects the company's market position and business performance in its industry.

Financial Compass Group has an estimated valuation of $1,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Financial Compass Group was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Financial Compass Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Financial Compass Group

Don G Walters

Enrolled Agent/Owner

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