Compass Investment Group - UBS Financial Services Inc.

Services Offered

• financial planning
• investment management
• retirement planning
• wealth accumulation
• risk management

About

Compass Investment Group is a financial consulting firm located in Wellesley, Massachusetts, affiliated with UBS Financial Services. The firm offers a range of financial planning and investment management services tailored to meet the needs of both individual and institutional clients. Their advisors focus on creating personalized strategies for wealth accumulation, retirement planning, and risk management. Compass Investment Group serves a diverse clientele, including families and businesses seeking to achieve their financial goals.

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Business Information