Compass Point Wealth Management - Panama City (FL)

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Ramon Brito Christian Parales was an excellent help & explained everything very thoroughly thank you for your help great customer service

CM Cocktail Co. ⭐️⭐️⭐️⭐️⭐️ Glen of Bayport Lending is truly exceptional — not only is he amazing to work with professionally, but he’s also one of the kindest souls I’ve ever met. He’s always willing to lend a hand, whether it’s to a friend or the community, and his genuine care shines through in everything he does. Glen is an all-around great person, and I feel lucky to have crossed paths with him. Highly recommend if you want someone who truly cares both in business and in life.

Sara Devane Easy to use, but a bit expensive considering.

Nelson A The girls in Hialeah are the best! They are fast, efficient and know what they are doing. Daymara, Yanisley and Daniela are the best! Talk about bring professionals! They are second to none!!

Jaidyn Knight Stephen Jurrissen provided me with quality customer service that gave me confidence and comfort when it came to my investments. He was thorough, patient, knowledgeable, and kind - an excellent example of what Fidelity has to offer. I was very impressed and will continue to see Stephen in my years to come with this company!