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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Garfield is a financial advisor registered with Compass Financial Management LLC in Darien, Connecticut. Geoffrey holds both Series 63 and Series 65 securities licenses and has over 30 years of experience in the industry. Geoffrey's specializations include financial planning, investment management, and retirement planning. He has a demonstrated track record of working with individuals, high-net-worth clients, and businesses. Geoffrey's commitment to providing personalized service and his dedication to helping his clients reach their financial goals are the cornerstones of his practice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CT
11/18/2024 - Present
Compass Financial Management LLC (Darien CT)
Active
Inactive
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