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Investments  We offer investment advice on both retirement and non-retirement mutual fund accounts from all of the most respected companies in the industry.
Compass Financial Group - Dean Ogelby
Individual Plans
Traditional IRA
Individual Roth IRA
Variable Annuity
Employer Plans
SIMPLE IRA
Simplified Employee Pension (SEP)
401(k)

If you’re not interested in a retirement account or already have one set up, you may want to consider a non-retirement mutual fund account. The main thing to keep in mind is that investing for the long term historically has the potential to grow your assets although future growth is not guaranteed and you could lose money due to market volatility. Letting us help you put together a diversified investment portfolio can help minimize unnecessary risk over the long term.

We will always aim to give you investment advice based upon your specific goals and to help you put together an investment strategy that makes sense. When market returns are uncertain and emotions are running high, a well thought out investment strategy and plan are critical. At those times, when you most need investment advice, call on us.

We’re always ready to answer your questions and to sit down with you to review your portfolio.

We pride ourselves on explaining investment strategies in a clear and understandable way. We take the fear out of investing and help you set up an investment strategy that reflects your risk tolerance and time horizon.

With our expertise, we can help you decide which retirement plan best fits your long term needs. We offer the following individual and employer based retirement plans:

 
For more information or to speak with a representative, call 1-800-510-8463 or email now
 
 

Licensed to offer individual and group products including life, health, disability, annuities and long-term care in New Hampshire, Vermont and Massachusetts. Securities offered through The O..N.  Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company. For a prospectus please contact your financial advisor. Please read the prospectus carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, charges and expenses. The prospectus contains this and other information.

Compass Financial Group is a BBB Accredited Financial Service in Harrisville, NH