Compass Rose Strategic Partners LLC

CONNECT

Address:

426 Boston Post Road, Suite A
Waterford, CT 06385

Phone:

860-437-7600

Fax/Other:

860-437-7200

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

 

  • Retirement Income Planning
  • Investment Management
  • Retirement Strategies 
  • Estate Planning
  • Business Retirement Plans
  • Insurance and Annuity Products
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck