Compass Wealth, LLC, is a financial services firm in Pittsford, New York, that has been servicing individuals, businesses and families for over 20 years. We specialize in customized financial planning, investment management, and global investing services. We have the freedom, as a fiduciary advisor, to develop your financial plan and investment strategy.
COVID-19 Regulations: New York Executive Order
An Executive Order issued by New York Governor Cuomo, together with recent amendments to the insurance and banking regulations issued by the New York State Department of Financial Services, extend grace periods and provide other rights under life insurance policies or annuity contracts if the holder can demonstrate financial hardship as a result of the COVID-19 pandemic. Click here for details.
Rob was recently featured in Advisor Magazine. Click here to read his views on a well balanced financial plan.