Chapters FormingFind An OpeningNews

Are you looking for

Steven Di Gregorio

Phone (845) 563-0537
Mobile Number (845) 527-0400
Fax (800) 420-3046
Website http://www.compassamg.com

Mr. Steven Di Gregorio
Compass Asset Management Group
100 Stony Brook Ct.
Newburgh, NY 12550

Social Networking Links

Send Message

Steven Di Gregorio

Compass Asset Management Group

Ambassador



My BusinessCompass Asset Management Group is a bespoke Registered Investment Advisory firm that delivers comprehensive financial & estate planning solutions, value driven investment management results and extraordinary excellence in client satisfaction to discerning individuals. We work extensively with professionals, entrepreneurs, affluent families, foundations, endowments & non profit organizations. Specialties include: - Financial & Estate Planning - Retirement Planning & IRA Rollovers - Income Distribution Strategies - Specialized Investment Management - Foundations, Endowments & 501c(3) - Asset Based Lending & Protection - Executive Compensation Plans - Employee Benefit Plans - "Set your course for success, call Compass Asset Management Group, your guide to financial independence."

Ideal ReferralProfessionals & executives in transition or approaching retirement. Sudden wealth recipients Planning for retirement Planning for education Marital Transitions

Top ProductPrivately constructed financial plans & wealth management portfolios

Top Problem SolvedPreparing for and transitioning into retirement

My Favorite BNI StoryA single, female client that never married was able to retire early and realize her dreams of $100k/ year income, travel to Tuscany and write a book!

My Ideal Referral PartnerAccountant, Personal Injury or estate planning attorney