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I need help with investments & retirement planning

I need help filing with tax returns and tax planning

I need help applying for Medicare and choosing supplemental plans

I need a Quickbooks ProAdvisor to help with bookkeeping

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Springfield MO

Bentonville AR

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Our Locations

Springfield, MO

(417) 986-2809

Located in the Aaron Sachs building.
3271 E Battlefield Rd #260
Springfield, MO 65804

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Bentonville, AR

(479) 763-9067

Located in Bentonville Plaza near South Walton Boulevard.
609 SW 8th St
Bentonville, AR 72712

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Virtual Meetings

From Anywhere

Meet your advisors by phone or video conference.
All of our services are available remotely

Schedule an Appointment

At Compass Financial, our team of financial advisors and insurance experts provide investments, tax preparation, bookkeeping, and Medicare consulting in greater Springfield MO & Bentonville AR (and through virtual meetings).

Springfield, MO location:

3271 E Battlefield Rd #260
Springfield, MO 65804
(417) 986-2809

Bentonville, AR location:

609 SW 8th St
Bentonville, AR 72712
(479) 763-9067

Financial Services
Tax Planning & Tax Preparation
Financial Advisor
Independent Medicare Broker
QuickBooks ProAdvisor & Bookkeeper
Live Events
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Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.

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