Compass Financial Strategies

Compass Financial Strategies Over 60 years in planning & implementation of retirement, estate and business planning strategies. Member FINRA/SIPC.

We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, families and businesses. We believe you will be better able to identify your goals and develop a plan to help you pursue them. Please call us if you have any questions about our firm or the range of financial products and s

ervices we provide. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org, sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
06/25/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
06/23/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
06/21/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
06/18/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

The truth is a little more complicated with these personal finance idioms.
06/16/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Learn more about whether you need to pay estimated taxes.
06/14/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
06/11/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

There are billions in unclaimed dollars in the US. Is some of that yours?
06/09/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

If you thought that payouts from life insurance are tax-free in all cases, think again.
06/07/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Address

1210 E. Main Street
Ashland, OH
44805

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+18447526448

Website

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