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Compass Financial WellnessFinancial advisor in Utica, NY

Compass Financial Wellness is a financial advisor in Utica, NY, ranked #2 of 20 financial advisors in Utica and rated 5.0 from 25 Google reviews. 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.

Utica, NYUpdated 0 paid placements in any rankingHow we rank

Call (315) 790-7772Website ↗

Key facts

Key facts about Compass Financial Wellness
Phone(315) 790-7772
Websitesuccesscircle.biz
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 25 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Utica and 2 towns within 25 miles: Cortland and Oneida.

Based in Utica, NYView on map

Opening hours

Opening hours for Compass Financial Wellness
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 Financial Wellness

How is Compass Financial Wellness ranked in Utica?

Compass Financial Wellness is ranked #2 of 20 financial advisors in Utica by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Compass Financial Wellness’ hours?

Compass Financial Wellness 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 Financial Wellness serve?

Serves Utica and 2 towns within 25 miles: Cortland and Oneida. 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.

What do Google reviews say about Compass Financial Wellness?

Compass Financial Wellness has a rating of 5.0 from 25 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Compass Financial Wellness?

Call Compass Financial Wellness on (315) 790-7772. 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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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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