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Compass Point Retirement PlanningFinancial advisor in Wakefield, MA

Compass Point Retirement Planning is a financial advisor at 500 Edgewater Dr #565, Wakefield, MA 01880, rated 5.0 from 1 Google review. 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.

Wakefield, MA0 paid placements in any rankingHow we rank

Call (800) 246-1433Website ↗

Key facts

Key facts about Compass Point Retirement Planning
Address500 Edgewater Dr #565, Wakefield, MA 01880Get directions
Phone(800) 246-1433
Websitecprp.com
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 8:30 AM – 4 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Retirement Planningbusiness name

Service area

Serves Wakefield and 11 towns within 25 miles: Lynnfield, Reading, Stoneham, North Reading, Saugus, Melrose, South Peabody, Peabody, Woburn, Lynn and Winchester.

Based in Wakefield, MAView on map

Opening hours

Opening hours for Compass Point Retirement Planning
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Compass Point Retirement Planning

What are Compass Point Retirement Planning’s hours?

Compass Point Retirement Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 8:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Compass Point Retirement Planning serve?

Serves Wakefield and 11 towns within 25 miles: Lynnfield, Reading, Stoneham, North Reading, Saugus, Melrose, South Peabody, Peabody, Woburn, Lynn and Winchester. 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 Point Retirement Planning?

Compass Point Retirement Planning has a rating of 5.0 from 1 Google review. 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 Point Retirement Planning?

Call Compass Point Retirement Planning on (800) 246-1433. The business is at 500 Edgewater Dr #565, Wakefield, MA 01880. 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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