CONNECT

Address:

1800 Walt Whitman Road, Suite 160
Melville, NY 11747

Phone:

(631) 753-1212

Fax/Other:

(631) 794-2380

Investment Products

 

Determine Your Investment Goals.

Once an individual or family has reached the stage in life where there is enough income to easily pay the monthly bills, there is often a desire to put the excess monthly cash flow to work.  Investors must choose from a confusing range of investment tools, each with different characteristics and uses.  The process of selecting a suitable investment for a particular need or situation is made easier for you by the registered representatives of Cetera Advisors Networks at Compass Benefit Planning, LLC.

Let us help you customize an investment portfolio focused on your particular goals after considering a variety of personal factors such as risk tolerance, time horizon, and special needs.