Compass Asset Management Group - Newburgh, New York

Compass Asset Management Group

Compass Asset Management Group is a well-established financial planning firm located at 100 Stony Brook Ct, Newburgh, NY 12550. They provide expert financial advice and services to help their clients achieve their financial goals. Their team of experienced financial planners works closely with clients to understand their unique financial situations and provide personalized solutions.

Specialties: Financial planner

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Opinions: This company has 8 reviews on Google My Business.

Average opinion: 5/5

To get in touch with Compass Asset Management Group, you can give them a call at 55630537 or visit their website at compassamg.com. The company is committed to providing exceptional customer service and helping their clients make informed financial decisions.

👍 Reviews of Compass Asset Management Group

Andrew M.

5/5

I recently had the pleasure of visiting Compass Asset Management Group, and my experience was nothing short of exceptional. From the moment I walked through the doors, I felt a sense of professionalism and dedication that truly set this firm apart.
The team at Compass Asset Management Group is comprised of experts in their field, and it's evident that they prioritize client success above all else. What impressed me the most was their commitment to transparency and integrity. The financial world can be complex and overwhelming, but Compass Asset Management Group demystifies it with clear communication and a genuine desire to educate their clients. I left our meetings feeling empowered and confident about my financial future.
If you're seeking a wealth management partner that combines expertise, transparency, and a genuine commitment to your financial success, look no further. I wholeheartedly give them a five-star rating and highly recommend their services.

Jordyn L.

5/5

Compass Asset Management is an amazing group of advisors who takes their roles in all of their clients financial health very seriously. They not only treat their clients with the most respect, but they genuinely care about their wellbeing, both personally and financially. The entire team at Compass is extremely knowledgeable and always looking to further educate themselves so they can best serve their clients. Steve has personally given me some amazing advice and information, as well as others that I know. I highly recommend this team for your financial needs, they become a partner in your journey!

Jessica F.

5/5

My review is based on my interactions with Steven M. DiGregorio,
President and Sr Portfolio Manager at Compass and let me tell you... when you see the passion and dedication that the President offers to his clients and colleagues, you immediately know you're in the right place. Steven is professional and extremely knowledgable. I have not only referred clients to him but have also consulted with him for personal matters. Compass will always be my first stop for asset management.

Franz C.

5/5

Compass Asset Management is wealth management firm in the Hudson Valley with a long and trusted reputation amongst businesses and consumers. The staff is not only competent, they are always educating themselves way before many in their sector take on the endeavor. Financial firms such as this take on a major fiduciary responsibility to ensure every last cent of you financials are not only accounted for, they are precisely placed in the proper investments to ensure your goals are met beyond expectations. Constant communication with a professional manner , security and compassion are synonymous with their skills they provide from each one of their clients. I don't hesitate to refer Compass Assett Management to a connection, colleagues and family members. I without a doubt highly recommend this firm for all financial information and investment planning.

Scott D.

5/5

Steve is a constant professional. His staff went above and beyond to make sure the process was smooth and enjoyable. Steve and his team took the time to explain and go over every step from beginning to end. I highly recommend Steve and his team at Compass Asset Management.

Erika B.

5/5

Searching for Life Insurance and so glad to find Kimberly there! She answered my questions and helped me to plan in ways (Disability insurance) I would have never had thought about! Very sincere, knowledgeable and put me at ease right away about other questions I may have been shy to ask.

Jeff S.

5/5

If you're looking for a team that you can trust your assets with, look no further. Steve and his associates are not only transparent, but are also knowledgeable, communicative and diligent. Thanks for the excellent service!

Jerome R.

5/5

Professional, resourceful and creative. Steve takes a personal interest in each and every client.