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 * Who We Are
   * Our Story
   * Our Team
 * How We Help
   * Our Services
   * FAQs
 * Resources
   * Financial Guidance
   * Market News
   * Financial Calculators


COMPASS INVESTMENT MANAGEMENT IN BANGOR, ME


YOUR FINANCIAL GPS

Guiding You to Financial Freedom





NAVIGATION FOR YOUR FINANCIAL JOURNEY

At Compass Investment Management, we understand how overwhelming it can be to
navigate your investments and plan for the retirement you envision. We offer
seasoned guidance and easy-to-understand advice to help feel secure about your
financial future.




POINTING YOU IN THE RIGHT DIRECTION

Our steadfast service, support, and sound strategies are driven by you and your
personal objectives. We are ready to meet you where you are on your financial
journey and help make your vision possible.

INVESTMENT MANAGEMENT

Evaluate, construct, and monitor your portfolio to maximize returns while taking
appropriate risk.

RETIREMENT INCOME PLANNING

Work toward a clear retirement income plan for spending and saving.

TAX PLANNING

Minimize the tax burdens you face now and in the future.

See All Services 




RELY ON YOUR FINANCIAL COMPASS

We act as a financial compass, giving you direction for your financial plans.
Tell us where you want to go, and the Compass Investment Management team will
help get you there with confidence.

Meet Our Team 




CREATE CONFIDENCE

We take the guesswork out of your investment planning and build confidence in
funding both your short- and long-term goals. We help you coordinate all aspects
of your investment planning, including retirement, income and estate planning,
insurance protection, survivor benefits, and more.


INCOME PLANNING


SURVIVOR BENEFITS


INSURANCE PROTECTION


ESTATE PLANNING


HEALTH CARE COVERAGE




PLOT YOUR COURSE WITH SOUND GUIDANCE

As your knowledgeable guide, we seek to ensure you never get lost on your
financial journey.




HELPING YOU
MAKE IT POSSIBLE

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Who We Are

Our Story

Our Team

How We Help

Our Services

FAQs

Resources

Financial Guidance

Market News

Calculators

Connect

Client Login

Schedule a Meeting




Compass Investment Management Offices: Lewiston, ME 207.782.1235 | Bangor, ME
207.942.0242



This communication is strictly intended for individuals residing in the states
of AK, AZ, CA, CO, CT, DC, FL, GA, HI, IN, MA, MD, ME, MO, MT, NC, NH, NJ, NM,
NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA. No offers may be made or
accepted from any resident outside these states due to various state regulations
and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a
bank/financial institution, and are subject to risks, including possible loss of
the principal invested. Securities and advisory services offered through
Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment
Adviser.

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