Compass Asset Management Group Announces Newest Advisor

By: Compass Asset Management Group LLC
 
 
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Tags:
* Financial Advisor
* Wealth Management
* Estate Planning

Industry:
* Finance

Location:
* Newburgh - New York - US

NEWBURGH, N.Y. - Nov. 7, 2016 - PRLog -- Compass Asset Management Group announces Annette Hall as their newest advisor.

Compass Asset Management Group, LLC is excited to announce their newest advisor, Annette Hall.

Annette has joined with Steven DiGregorio and the Compass Asset Management Group team located in Newburgh, NY. Annette has over thirty years of experience in the wealth management industry and specializes in a holistic approach to wealth management and estate planning, as well as multi-generational planning. Ms. Hall also advises her clients on their extended financial needs involving trusts, insurance and loans, with an extensive background in art and yacht loans. Ms. Hall is a Certified Wealth Strategist, holds a Fiduciary Administration Certificate and is a graduate of the University of Utah.

AboutCompassAssetManagementGroup
A wealth management boutique with a prudent and value driven investment philosophy. Utilizing research from the largest firms on Wall Street and three decades of market experience, the group practices strategic, tactical and dynamic investment management. CompassAssetManagementGroup, LLC delivers personal financial planning, estate planning and investment management advice in a private setting with an strong emphasis on client goals and objectives. The focus is upon exceeding client expectations by listening intently, understanding thoroughly and communicating effectively during frequent personal consultations entirely focused on the clients' objectives.

Set your course for financial security, Consult Compass Asset Management Group

Compass Asset Management Group, LLC
100 Stony Brook Court Suite C
Newburgh, NY 12550
845.563.0537
http://www.compassamg.com

The content of this article is for informational purposes only and is not intended as an offer or investment advice. Information contained herein has been obtained from sources deemed reliable but Spire Investment Wealth Management LLC, Spire Securities LLC and their affiliates, including Compass Asset Management Group LLC, do not guarantee its accuracy. The views and opinions expressed in this article are those of the authors and do not necessarily reflect the opinions of Spire Wealth Management LLC, Spire Securities LLC or its affiliates.

Spire Wealth Management LLC is a federally Registered Investment Advisor. Securities offered through an affiliate, SpireSecuritiesLLC. MemberFINRA/SIPC.

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Tags:Financial Advisor, Wealth Management, Estate Planning
Industry:Finance
Location:Newburgh - New York - United States
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