• About Compass Financial Solutions, Inc.

  • Making a Difference in Our Community 

    At Compass Financial Solutions, we know that no business in Havertown could survive without the passion and support of the community. That’s why we focus on giving back to our friends, neighbors and fellow community members. 

    Through our monthly seminars and weekly newsletters, we help ensure that community members are educated about retirement income planning and insurance options. We further support the community by remaining active in the local YMCA by hosting educational workshops. Recently, Compass Financial Solutions partnered with the Rotary Club of Upper Darby/Lansdowne and the Lansdowne Community YMCA, becoming one of the corporate sponsors of the very first Harvest Hustle 5K Run/Walk. 

    We know how important it is for company leaders to become community leaders, which is why members of our team coach basketball and Little League and hold many different roles in local community organizations including the Honorable Order of the Kentucky Colonels, the Delaware County Police and Firefighters Organization, Knights of Columbus, Down syndrome awareness group Rock for Chop and the St. Joseph’s Prep Alumni Club. 

    At Compass Financial Solutions, we realize that every time we help a client with estate, retirement income and college planning, we aren’t just helping one person or one family—we’re serving the entire community by helping to strengthen Havertown’s underlying financial foundation.  

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