At Compass Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Mount Carmel, IL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Compass Financial Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Compass Financial Group - Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Compass Financial Group - Ameriprise Financial Services, LLC
What services does Compass Financial Group offer?
Compass Financial Group offers a wide range of financial services including retirement income strategies, investment management, tax planning, estate planning, insurance, small business financial planning, and charitable giving, among others.
Where is Compass Financial Group located?
Compass Financial Group is located at 306 N Market St, Ste 103, Mount Carmel, IL 62863, United States.
Can I schedule an appointment with Compass Financial Group online?
Yes, Compass Financial Group offers online appointment scheduling through their website.
Does Compass Financial Group provide onsite financial advisory services?
Yes, they provide onsite services at their Mount Carmel office.
How can I contact Compass Financial Group?
You can contact them by phone at +1 618-262-8898 or via email at compassfinancialgroup@ampf.com.
Is Compass Financial Group affiliated with a larger financial organization?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Are there any nearby places I can visit before or after my appointment at Compass Financial Group?
Yes, nearby you can visit the Wabash County Museum to explore local history or relax at Merchants Park and The Uptown Amphitheater Park, which often host concerts and events.
What are some dining options near Compass Financial Group?
Close to Compass Financial Group, you can enjoy a meal or coffee at Brewsky's bar, Milk & Honey Coffee, or Handsome Rooster Coffee cafe and restaurant.
Can nearby public utility services help clients visiting Compass Financial Group?
Yes, the Mt. Carmel Public Utility Co. nearby ensures reliable electric utility services for the area, which benefits clients working or visiting the business.
Are there nearby professional services that complement Compass Financial Group's financial consulting?
Yes, nearby professional services include Brushfire Creative for advertising and marketing, Neikirk Engineering for engineering and surveying services, and Koger & Bramlet PC for legal services, which may be useful for clients with business or personal financial planning needs.
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Certified August 16, 2026Yext Knowledge Graph
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