At Compass Capital Management, we provide objective, customized solutions to assist individuals, professionals and business owners in reaching their financial goals. We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. Whether through insurance needs, college funding, retirement, estate, or business planning, we are committed to helping people grow and protect their wealth. Our unique, long-term approach builds relationships from the ground up.
Services
Headquartered in Metairie, LA, Compass Capital Management is a comprehensive financial services firm committed to helping our clients achieve their long-term financial goals. We offer a wide range of quality financial products and the advice and expertise of experienced financial professionals in the industry.
We make available a wide range of quality insurance and investment products. Our financial advisors and registered representatives work with you to create financial solutions tailored to your individual needs. We spend the necessary time to thoroughly understand each client's financial situation. Then we focus on helping clients define their current situations and develop specific, pursuable goals.
In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals. Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.
To begin, select the option for the insurance, investment or retirement account you wish to access. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Reviews (1)
Lynn M. Dufrechou
Jan 06, 2019
I have been working with Gerrod Galliano and Kevin Phillips on my retirement accounts and discussing strategies for the future. Gerrod and Kevin took the time to review my current situation, get to know me and my needs. They are always a phone call away. I feel like I am talking to a friend (very personal).
