Analyzing 5,420,9185.4M ReviewsFor 14,59814.6K Experts
Google reviewers rate Compass Financial Management Group 4.9 out of 5 based on 39 reviews, with the owner responding to 8 percent of comments. Clients frequently describe the firm as family-like, highlighting strong communication, availability, and stress-free retirement planning services. Many note that the team provides honest guidance and handles Publix stock effectively without charging fees. One low-star review alleges misleading practices to secure clients, though this isolated criticism contrasts sharply with the overwhelmingly positive feedback regarding trust and professionalism.
Data from Google, last updated October 26, 2026.
Reviews from Google, shown as published (original wording, unedited).
We read 31 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They are knowledgeable, listen and put our interests above all else and have always been available if we need anything”
“I recommend them to everyone when they start talking about Financial Planning and Retirement.”
“I always get great service whenever I contact them.”
“They are trustworthy and honest in their recommendations.”
“Bruce Boyle has kept me updated every year, and has answered any questions or concerns I have had.”
“If I have any questions or concerns I can pick up the phone and call them and I'll have a reply back immediately.”
praise complaint · found by our text analysis, Google review wording unchanged.
Yall are the sweetest, kindest people i know. Bruce Boyle is the best. Yall are god sent. He has helped me so many times. Thank you and god bless you.
I always get great service whenever I contact them. They make working with them easy and stress free. They are always available when I need them.
A co worker told me about Compass Financial 18 years ago as I thought about retirement. This team is completely invested in helping you make solid, good choices and I feel they go above & beyond in walking you through the process. Best decision I made to have them help me back then, now & the future. Highly recommend this company. Good people who care.
The entire team are truly like family to us. They are knowledgeable, listen and put our interests above all else and have always been available if we need anything
Outstanding customer service and support. They are always looking for ways to increase your assets in a safe and productive way. They are trustworthy and honest in their recommendations. All the associates are friendly and treat their clients in a professional manner. Would highly recommend them to anyone.
My experience with Compass Financial has been great! Bruce Boyle has kept me updated every year, and has answered any questions or concerns I have had. The program has meet and exceeded my expectations! Keep up the good work!
They are the Best! They go above and beyond to help you so you can sleep well at night.🙏
This is a great company with great values that is hard to find today!! They are on top of all concerns and are very informative.
I can't say enough about Compass Financial! Everyone in the office is pleasant and enjoyable to work with. I have been dealing with Scot Daku since 2012. I retired from Publix Supermarkets after 35 years in 2014. Compass Financial's retirement planning has been awesome! They always have my best interests in handling my account. The best part, I have not had to pay them anything in all of this time! They always contact me regarding any changes or updates as well as recommendations for my financial status. They work with me on a one-on-one basis. I'm not just another client. You feel like family working with them. I recommend them to everyone when they start talking about Financial Planning and Retirement. I would highly recommend Compass Financial!
They are a caring group of people that treat you like you are a part of their family..
Analyzing 5,420,9185.4M ReviewsFor 14,59814.6K Experts