Compass Financial Management Group, Inc. - Ormond Beach (FL)

5 /5 doug riddell: This is a great company with great values that is hard to find today!! They are on top of all concerns and are very informative.

5 /5 Richard: I cant say enough about Compass Financial! Everyone in the office is pleasant and enjoyable to work with. I have been dealing with Scot Daku since 2012. I retired from Publix Supermarkets after 35 years in 2014. Compass Financials retirement planning has been awesome! They always have my best interests in handling my account. The best part, I have not had to pay them anything in all of this time! They always contact me regarding any changes or updates as well as recommendations for my financial status. They work with me on a one-on-one basis. Im not just another client. You feel like family working with them. I recommend them to everyone when they start talking about Financial Planning and Retirement. I would highly recommend Compass Financial!

5 /5 Jerry Goff: The best! Always looking out for your best interest and a knowledgeable staff and very friendly and professional! Scot Dacu is not only on the team of our advisors but a friend who you can call at anytime and he returns the call every time. I am so glad my brother who is another publix retiree recommended compass to me!

5 /5 Jeff Albertson: Since my first contact with Compass I felt that these were the people that I wanted to handle my financial retirement plan. They made numerous trips to wherever my location was. They provided valuable info and answered many questions. No pressure. When it was time to pull the trigger and retire, it was just a simple phone call. They made it simple and they made it happen. Every detail taken care of, every step explained, every number 100% accurate!! That retirement happened 9 years ago and they are still only a phone call away. I highly recommend Compass Financial!

5 /5 Cooper James D. “Coop”: Bruce and all the associates are the greatest people. They have treated and helped me greatly with my retirement. I highly recommend them to anyone and everyone that is retiring. Keep up the great work.