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Compass Rose Financial Planning & Investment ManagementFinancial advisor in Palm Springs, CA

Compass Rose Financial Planning & Investment Management is a financial advisor at 333 N Palm Canyon Dr Ste 112a, Palm Springs, CA 92262. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Call (760) 322-5200Website ↗

Key facts

Key facts about Compass Rose Financial Planning & Investment Management
Address333 N Palm Canyon Dr Ste 112a, Palm Springs, CA 92262Get directions
Phone(760) 322-5200
Websitecompassrosefp.com
HoursMonday to Friday: 9 AM – 5 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsbusiness name

Service area

Serves Palm Springs and 11 towns within 25 miles: Cathedral City, Desert Hot Springs, Rancho Mirage, Palm Desert, La Quinta, Banning, Indio, Valle Vista, Yucca Valley, East Hemet and Coachella.

Based in Palm Springs, CAView on map

Opening hours

Opening hours for Compass Rose Financial Planning & Investment Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Compass Rose Financial Planning & Investment Management

What are Compass Rose Financial Planning & Investment Management’s hours?

Compass Rose Financial Planning & Investment Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Compass Rose Financial Planning & Investment Management serve?

Serves Palm Springs and 11 towns within 25 miles: Cathedral City, Desert Hot Springs, Rancho Mirage, Palm Desert, La Quinta, Banning, Indio, Valle Vista, Yucca Valley, East Hemet and Coachella. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Compass Rose Financial Planning & Investment Management?

Call Compass Rose Financial Planning & Investment Management on (760) 322-5200. The business is at 333 N Palm Canyon Dr Ste 112a, Palm Springs, CA 92262. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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