Karen Stauffer

Indiana . Fort Wayne - United States

Karen Stauffer 的邮箱和电话

电子邮件 kst***@***.com

Karen Stauffer 当前工作场所

Compass Financial Advisors

At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through highly-individualized Wealth Management services. A holistic view. We take a comprehensive, strategic view of your financial landscape and examine how the various pieces fit together and impact one another. Independent. Our advice is not influenced by corporate or external affiliation. Our investment management services are strictly fee-based, eliminating most conflicts of interest. Our client's needs are our singular focus. Our independence means we are not wed to proprietary products or platforms. Our goal is to deliver customized wealth management strategies to fit the needs of each client. Experienced. Compass Financial Advisors represents more than 60 years of financial industry experience and expertise covering the four corners of Wealth Management: Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services. Specialized. Our goal is to provide customized, sophisticated and highly effective strategies for high net worth individuals, private business owners, endowments, and foundations. Accessible. We believe communication is key to the success of any relationship. We also believe that client loyalty is what builds a successful business. Virtually all of our business growth has come through client and professional referrals. Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport IA 52807 (563)326-2064. Member FINRA/SPIC. Advisory services offered through Compass Financial Advisors, LLC. Compass Financial Advisors, LLC & Ausdal Financial Partners are independently owned/ operated and are separate entities.

Karen Stauffer 简介

公司 Compass Financial Advisors
职位 Office Manager
地点 United States
LinkedIn http://www.linkedin.com/in/karen-stauffer-14aa2212
部门 master_operations
头衔 Office Manager at Compass Financial Advisors

Karen Stauffer 的常见问题(FAQs)

Karen Stauffer 在哪家公司工作?

Karen Stauffer 在 Compass Financial Advisors 担任 Office Manager at Compass Financial Advisors

Karen Stauffer 在 Compass Financial Advisors 的职位是什么?

Karen Stauffer 在 Compass Financial Advisors 的职位是 Office Manager at Compass Financial Advisors

Karen Stauffer 的电子邮件地址是什么?

Karen Stauffer 的电子邮件地址是 kst***@***.com

Karen Stauffer 的电话号码是什么?

Karen Stauffer 的电话号码是 -

Karen Stauffer 的工作电话号码是什么?

Karen Stauffer 的公司电话号码是 +126****

Karen Stauffer 从事哪个行业?

Karen Stauffer 在 financial services 工作。

Karen Stauffer 的同事是谁?

Karen Stauffer 的一些同事包括Debbie Marden、Anna Ibon、Nic Chaput、Deepa PalekarAce Clark、。

我如何联系 Karen Stauffer?

Karen Stauffer联系方式: 电子邮件地址:kst***@***.com 电话号码:-

Karen Stauffer 的个人领英是多少

Karen Stauffer 的个人领英是:http://www.linkedin.com/in/karen-stauffer-14aa2212

Karen Stauffer 的办公地点在哪里?

Karen Stauffer 的办公地点:9933 Dupont Circle Dr W, Ste 100, Fort Wayne, Indiana 46825, US

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