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.

Have a kid heading off to college? Here are a few tips.
09/01/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/30/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

10 tips that can head-off marriage money problems.
08/27/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
08/25/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
08/23/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Concerned about identity theft? Some things to leave at home.
08/20/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
08/18/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/16/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
08/13/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
08/11/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

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

Website

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