Compass Financial Strategies

Compass Financial Strategies Over 60 years in planning & implementation of retirement, estate and business planning strategies. Member FINRA/SIPC.

We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, families and businesses. We believe you will be better able to identify your goals and develop a plan to help you pursue them. Please call us if you have any questions about our firm or the range of financial products and s

ervices we provide. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org, sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
06/02/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
05/31/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
05/28/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Do you have a will? Is it updated?
05/26/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
05/24/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

How many credit cards do you have?
05/21/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What does it actually cost to raise a child? You might be surprised.
05/19/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Currency has been around for a long time. Here's a quick history lesson.
05/17/2026

Currency has been around for a long time. Here's a quick history lesson.

What did it take to become the richest man in Babylon?
05/14/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/12/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Address

1210 E. Main Street
Ashland, OH
44805

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+18447526448

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