Summary
Compass Point Retirement Planning
Founded in 1995
Description
Compass Point Retirement Planning is a financial advisory firm specializing in retirement planning. They offer objective and independent financial planning services to individuals and families transitioning into retirement. Their services include helpi...
Strengths
- Compass Point Retirement Planning has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Compass Point Retirement Planning was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Annual Revenue
Compass Point Retirement Planning's annual revenue
$5118000
Based on Kona Equity data
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Revenue per employee
$393692
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Variance of revenue growth
0.15
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Annual revenue growth since founding
$176482
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Revenue growth rate from first known quarter to current
132.6%
Employee Count
13 employees
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Employee growth rate from first known quarter to current
109.1%
Executives
Martin Plecinoga
Owner
m**@cprp.comThomas Nee
Co-Founder
t**@cprp.comJoan Welch
Planning Services, NY Sok Retirement Transition Specialist
j**@cprp.comMeni Frangias
Client Relations
m**@cprp.comKimberly Silverman
Position In Client Services
k**@cprp.comMichael Labrie
Co-Founder
m**@cprp.comLisa Wise
Manager, Finance & Operations
l**@cprp.comMatthew Dandreo
Branch Manager
m**@cprp.comPaul Matheson
Position In Client Services
p**@cprp.comRichard Leblanc
Investment Advisor & Representative
r**@cprp.comSusie Labrie
Project Manager, Client Relations, Cece Olack Marketing
s**@cprp.comCece Olack
Project Manager, Marketing
c**@cprp.comNy Sok
Retirement Transition Specialist
n**@cprp.comDiane Gavin
Client Services Receptionist
d**@cprp.comJames Mccarriston
Finance Intern
j**@cprp.comG Score - 7
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
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Rank
3.13 M
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Daily time
5:35
Location
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Key Information
- Name: Compass Point Retirement Planning
- Category: Investment management
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52393
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Firmographic data G Score of 7 Founded in 1995 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52393 #Brokerage #Finance
Frequently Asked Questions
Compass Point Retirement Planning's headquarters are located at 500 Edgewater Dr, Ste 565 565 Wakefield, MA 01880.
Compass Point Retirement Planning's official website is cprp.com
Compass Point Retirement Planning's annual revenue is $5.1 M.
Compass Point Retirement Planning's SIC: 6211; 621
Compass Point Retirement Planning's NAICS: 523; 52393.
Compass Point Retirement Planning has 13 employees
Compass Point Retirement Planning is in the industry of Investment management.