Ascensus names Compass Advisors to their Elite Advisory Group
Melville-based Financial Advisors Join the Ranks of Retirement Plan Provider’s Exclusive Client Program
Melville, NY [July, 21 2020]— Compass Advisors is pleased to announce their addition to Ascensus’ Elite Advisor program for 2020. The Elite Advisor Group is an exclusive experience for retirement plan focused financial advisory practices that adhere to the vigorous standards of care and partnership associated with Ascensus. The program provides dedicated resources and support personnel for both the advisory practice and their 401(k) Plan clients.
Ascensus’ technology and expertise help millions of people save for what matters most—retirement, education, and healthcare. They partner closely with financial advisors across the nation to ensure that business owners and their employees have the technology and guidance they need to invest for their future retirement.
“We truly value our relationships with these key partners and remain committed to giving them the attention and dedication they deserve,” states Jason Crane, head of retirement sales at Ascensus. “As a result, we want to recognize Compass Advisors’ achievement as outstanding financial advisors with a higher level of service, attention, and opportunity.
“We choose to partner with Ascensus because their investment philosophy, transparency and care for clients aligns with our firm’s beliefs and practices. Being designated as an Elite Advisory team is an appreciated acknowledgement of our firm’s dedication to the 401(k) and Retirement Plan business and Fiduciary responsibility to clients. As part of this group, current and future clients will benefit from greater resources within Ascensus and a higher-level client service experience.” Said Michael Cuneo, a Managing Partner of Compass Advisors.
For more information on the Elite Advisor program, visit ascensus.com.