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Top Financial Advisors In Windcrest, TX


COMPASS FINANCIAL GROUP is a leading financial services firm with a team of experienced advisors dedicated to helping clients achieve their financial goals. With over 20 years in business and managing over $5 billion in assets, the firm offers personalized financial planning, investment management, risk and insurance services, tax and estate planning, and more. Clients include high net worth individuals, families, small business owners, and corporations. COMPASS FINANCIAL GROUP operates on a fee-based structure to ensure the alignment of interests and avoids conflicts of interest. Founded in 1998 by John Smith, the firm maintains a commitment to providing exceptional financial advice and customized solutions. Honesty and transparency are essential values for COMPASS FINANCIAL GROUP, and all potential conflicts of interest are disclosed to clients, ensuring trust and transparency in all interactions.