Client Success Stories

Absolutely Fantastic!!!! Thank you to everyone at Compass Wealth Partners! Extremely knowledgeable & professional; listened to my needs, courteous staff, responded extremely quickly to correspondence; excellent customer service.

Have been associated with Steve Musial for my financial planning needs for approximately 25 years. Have always found his advice and handling of my account to be satisfying, comforting and rewarding. I am retired now & live in Florida and appreciate the extra income I receive due to his excellent advice and guidance. It has been so nice knowing that his son Isaac has joined him at Compass Wealth, I so enjoy his enthusiasm for the business. I highly recommend Compass Wealth. I trust them.

We have had Steve as our financial advisor for many years. He is easy going, professional, and makes both of us very comfortable regarding our portfolio. In our opinion, he has done a stellar job for us in our retirement planning in which we are now enjoying the benefits of his sound financial advice. We like to consider Steve as a friend as well as a Certified Financial Planner and we wish him nothing but the best and continued success in what is sometimes a difficult climate.

We have always received a warm welcome from everyone in the office. Steve and Isaac have handled our investments for many years. All changes, whether positive or negative have been explained to us in layman terms so we always understand what is happening with our investments. Their rapport with our family and grandchildren is exemplary. We wouldn't hesitate to recommend Compass Wealth to anyone and everyone. Thanks for caring for us.

Have always had a very good experience with Steve and his group. They always take the time to explain what's going on and provide valuable feedback on our investments. They are very good at making themselves available to answer any and all questions. They are always stressing patience when the market is volatile. Lots of wealth and knowledge. Thank you.