What Clients Are Saying Compass Advisory Group (GG)
5 /5 Corey Mcdaniel: “You have been a lifesaver as our company worked on a new plan. You patiently walked me through unfamiliar territory until I had an understanding.” Administrator
Scott Levitt Stuart and his team were fantastic—they were attentive and answered a bunch of questions related to accounting and taxes, and were prompted and professional. I highly recommend.
Nancy Mink We have our home and truck insured with Lisa. She always explains everything in detail on both policies. I trust her to always have us covered like she would cover her own home and vehicles. Shes the best!
Roger E. Griffith Paul and his staff have been our financial advisors for years and have been outstanding. They provide the financial peace of mind that makes our life so less stressful and easier to enjoy. I know my assets are expertly managed and the returns have been great for us. Questions are always promptly answered with just just a call or a text. We couldnt be happier.
Claire McManus Tyler is phenomenal. I reached out to him with a complicated business insurance need that had a tight turnaround, and he went above and beyond to find me the correct policy. He found cost savings opportunities for me, and was extremely communicative. Couldnt have asked for a more seamless experience.
Annette Hess Fraze & Co. has provided me with the best tax solutions . Relieving me of my yearly headaches and financial fears I am so grateful . Looking forward to continuing our business .