Reviews of Compass Wealth Partners (Financial Consultant)

92 Albert St, Oshawa, ON L1H 4R2, Canada

Average Rating:

DESCRIPTION

We've got all the feddbacks of real people who use the products of Compass Wealth Partners (Financial Consultant) in Oshawa (Canada).

At the moment the firm has a rating of 4.9 stars over 5 and that score was based on 13 reviews.

You must have seen that the average of ratings that it reaches is practically the highest, and it's founded on quite a few feddbacks, so the evaluation is rationally credible, although it doesn't have a large amount of scores to give it total credibility.

As you know, we don't usually bother to set reviews when these are positive and we usually do it only if we have had a problem or incidence...

This Financial Consultant is classified in the category of Financial planner.

Where is Compass Wealth Partners?

REVIEWS OF Compass Wealth Partners IN Oshawa

Samanatha Paterson

Beyond their knowledge of the industry, what has impressed me most about Compass Wealth Partners is their commitment to the community. Their vision of success goes well beyond their own doors. I look forward to continuing our strong working relationship and would highly recommend Compass Wealth Partners to others.

Jennifer Labaj

I've had a great experience working with Isaac and the team at Compass Wealth Partners both personally and with company RRSP. They have so much knowledge about their industry. They are always quick to respond and communicate so that you understand for us non-investment industry people. Thanks for all your help past, present and future!

Keira Sayeau

This afternoon I had a phone consult with Isaac Musial, Financial Advisor at Compass Wealth Partners, and Laura Stevens, Licensed Assistant, to discuss RESPs and RDSPs. My little family has grown recently, and so we are looking to plan for the future. I found Isaac and Laura both to be very knowledgeable about this field and very accommodating. They anticipated and thoroughly answered my questions, and offered extra resources. I would highly recommend Compass Wealth Partners to anyone in need of help with financial planning, and look forward to trusting them with managing our accounts and assisting in planning out our family's future finances.

Sean Stewart

Isaac truly cares about helping his clients and ensuring that they are well taken care of. I have learned several new wealth building strategies from conversations with Isaac and I like his friendly, approachable communication style. He is a trusted wealth advisor who I am happy to recommend.

Lori Rule

Absolutely fabulous! Friendly, helpful - they actually treat me like a person, with individual needs and goals. They respond to my emails, and are happy to answer any questions I might have. I would absolutely recommend them to anyone.

Joey Bishop

Steve and Isaac are both friendly and always willing to take the time to explain everything in full and answer all my questions. They are punctual and the feeling when you arrive at their office is welcoming. I never feel rushed and I am confident that I am getting excellent advice. I highly recommend Compass Wealth Partners.

Nikeba Buckland

The team at Compass Wealth Partners has helped us organize our finances and helped our growing family feel more secure about our future. Isaac and the team have great knowledge of the industry and are quick to respond and ensure we understand our investments. Thank you for all that you do!

Ian Fulford

My wife and myself have been customers of Compass Wealth Partners for several years now and have found their service to be very good in helping us with our investments. Ian and Susan Fulford

Carol Carmichael

I have been working with Isaac for several years now.... and have found him to be very helpful and easy to understand, when I have questions or concerns he is able to explain things to me in a way that makes sense. He has made suggestions for planning my retirement and is very knowledgeable about the economy and looking towards the future

Rosemary Doucett

Nicole Gibson

Isaac Musial plays an integral role in the local business community! He is an absolute delight to work with and enjoys supporting local entrepreneurs and organizations. We have partnered with him a number of times in the way of educational seminars for our members. Isaac, thank you for everything you do and for being a part of our member family!

JanetEric Smith

Compass Wealth Partners have been providing our family with financial services for more than 15 years. Their team has always been very helpful at explaining our options. They always answer all of our questions and concerns to ensure we are satisfied and comfortable with our investment choices. We truly appreciate all the advice and help they give us! We would, without a doubt, recommend them to our family and friends. Eric & Jeanette S.

Amy Ironside

It has been a great experience working with the team at Compass Wealth Partners. They have so much knowledge about their industry and it helps people like myself, who know nothing, have a better understanding about investing and making the most of our hard earned money.

Business Hours of Compass Wealth Partners in Oshawa

SUNDAY
CLOSED
MONDAY
9AM TO 5PM
TUESDAY
9AM TO 5PM
WEDNESDAY
9AM TO 5PM
THURSDAY
9AM TO 5PM
FRIDAY
9AM TO 5PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Compass Wealth Partners en Oshawa
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