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Financial Advising

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Why Financial Advisors are Still Important

May 30, 2019
 

 

Financial Advising
Investing
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Office

151 5th Avenue SE Suite 300
Cedar Rapids IA 52401

Contact Info

319-531-3723
jmcpartland@compassfpinc.com

 

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*Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services through Securities America Advisors, Inc. Compass Financial Partners and the Securities America companies are separate entities.. Please remember to contact Compass Financial Partners if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.  A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

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