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Compass Wealth Advisors LLC

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100 S Main Street,
Elkhart, IN 46516

(574) 522-3738
(574) 522-1555 Fax
(888) 820-9100 Toll Free
atraxlercompasswa.com
041687370-085973499

Business DetailsAdd More Info

Products & Services 


  • Advisor Searches
  • Annuities
  • Asset Allocation
  • Asset Management
  • Bonding
  • Advisor Searches
  • Annuities
  • Asset Allocation
  • Asset Management
  • Bonding
  • Bonds
  • Business Planning
  • Business Start-Up Planning
  • Charitable Trusts
  • Chartered Life Underwriters
  • Commodity Trading Consultants & Advisors
  • Consultations
  • Credit Lines
  • Derivatives
  • Diversification
  • Equity Investments
  • Estate Management
  • Estate Planning
  • Family Financial Planning
  • Financial Education Workshops
  • Financial Management
  • Financing
  • Fixed Annuities
  • Foreign Bonds
  • Government Bonds
  • Index Funds
  • Individual Retirement Accounts
  • Inheritance Planning
  • Insurance Planning
  • Investment Advisors
  • Investment Planning
  • Investment Research
  • Investments
  • IRA Rollovers
  • Litigation Support
  • Living Trusts
  • Living Wills
  • Load Funds
  • Money Market Accounts
  • Mutual Funds
  • No Load Funds
  • Options
  • Referrals
  • Retirement Planning
  • Roth Individual Retirement Accounts
  • SEP Individual Retirement Accounts
  • Stock Investments
  • Tax Planning
  • Trust Funds
  • Trusts
  • Wealth Management
  • Wills

Certification & Affiliations 


  • A Registered Investment Advisory Firm
  • Certified Estate Planner
  • Certified Financial Planners
  • Certified Senior Advisor

Customers Served 


Residential, Commercial

Languages Spoken 


  • English

In Business Since 


2001
Licensed

Areas Served 


Elkhart

Appears in the Categories

  
  • Estate Planning & Administration,
  • Financial Planning Consultants & Services,
  • Investment Advisory Services,
  • Retirement Planning Consultants & Services,
  • Financial Counselors
  • Products & Services 


    • Advisor Searches
    • Annuities
    • Asset Allocation
    • Asset Management
    • Bonding
    • Advisor Searches
    • Annuities
    • Asset Allocation
    • Asset Management
    • Bonding
    • Bonds
    • Business Planning
    • Business Start-Up Planning
    • Charitable Trusts
    • Chartered Life Underwriters
    • Commodity Trading Consultants & Advisors
    • Consultations
    • Credit Lines
    • Derivatives
    • Diversification
    • Equity Investments
    • Estate Management
    • Estate Planning
    • Family Financial Planning
    • Financial Education Workshops
    • Financial Management
    • Financing
    • Fixed Annuities
    • Foreign Bonds
    • Government Bonds
    • Index Funds
    • Individual Retirement Accounts
    • Inheritance Planning
    • Insurance Planning
    • Investment Advisors
    • Investment Planning
    • Investment Research
    • Investments
    • IRA Rollovers
    • Litigation Support
    • Living Trusts
    • Living Wills
    • Load Funds
    • Money Market Accounts
    • Mutual Funds
    • No Load Funds
    • Options
    • Referrals
    • Retirement Planning
    • Roth Individual Retirement Accounts
    • SEP Individual Retirement Accounts
    • Stock Investments
    • Tax Planning
    • Trust Funds
    • Trusts
    • Wealth Management
    • Wills

    Certification & Affiliations 


    • A Registered Investment Advisory Firm
    • Certified Estate Planner
    • Certified Financial Planners
    • Certified Senior Advisor

    Customers Served 


    Residential, Commercial

    Languages Spoken 


    • English

    In Business Since 


    2001
    Licensed

    Areas Served 


    Elkhart

    Appears in the Categories

      
  • Estate Planning & Administration,
  • Financial Planning Consultants & Services,
  • Investment Advisory Services,
  • Retirement Planning Consultants & Services,
  • Financial Counselors
  •  

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