Compass Rose Financial Planning & Investment Management - Palm Springs (CA)

Orlin Koehmstedt Thank you Alec for the time you were able to help me with my questions in regards to my financial future. I reached out to the SmartVestor pro on Dave Ramsey and Alec was the first one to call and leave a message. He was enthusiastic and seemed well knowledge in the financial world and really broke it down for me to understand. Thank you again for the time we spent on the phone. I will definitely pass on his information to anyone I come in contact with who is looking for a smartvestor pro!

Carol Johnson Ive had Donny at Dixon Financial take care of all my insurance needs for the last 13 years and have never been disappointed. I always get great service, honest advice, and reasonable fees. I highly recommend this company!