Services

The Compass Group designs financial strategies* and implements the products* needed to help our clients reach their desired goals. Products included in these strategies are stocks, bonds, mutual funds, REITs, Limited Partnerships, IRAs, 401(k)s, annuities, long term care, life, health, and disability insurance.



 

 

 

 

*Michael Krein offers securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Compass Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.
 
*Joe Biancardi and John Perry offer securities through SagePoint Financial, Inc., member FINRA/SIPC. Compas Group is not affiliated with SagePoint Financial, Inc. or registered as a brokerdealer or investment advisor.