Compass Financial Group - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1455 1st St Ste 300, Napa, CA 94559
- Phone
- (707) 254-1515
- Website
- advisors.ubs.com
- County
- Napa County
About
Clear planning, honest guidance, and a long-term view: that's what we offer at Compass Financial Group - UBS Financial Services Inc. We are a financial planning and consulting practice serving Napa and the wider Napa County community.
Our work centers on helping individuals and families organize their finances, set goals, and build plans that can adapt as their lives change. We are part of UBS Financial Services Inc., and we bring that firm's resources to the personal, one-on-one attention our clients expect from a local advisor.
Whether you are starting to plan for the future or refining a plan you already have, we take the time to understand your priorities before recommending any next step.
To start a conversation, book through our contact page.
Our work centers on helping individuals and families organize their finances, set goals, and build plans that can adapt as their lives change. We are part of UBS Financial Services Inc., and we bring that firm's resources to the personal, one-on-one attention our clients expect from a local advisor.
Whether you are starting to plan for the future or refining a plan you already have, we take the time to understand your priorities before recommending any next step.
To start a conversation, book through our contact page.