We stand out for offering a complete personalized service in obtaining personal and
business financing. We prepare financial structures with a forward vision, wealth
analysis, and asset diversification, through a macro and sustainable vision for its
expansion.
Compass Financial Advisors as a leader in the sector, and thanks to the strategic alliances
we have established, has a select portfolio of valuable institutions in the territory of the
Dominican Republic, which we make available for analysis, study, and financial
assessments, aimed at giving professional advice that provides the client with solutions
and strategies that support decision-making and conflict management, always with a
highly qualified staff in each of the services we provide, among these stand out:
• Valuation of Assets
• Financial advice and planning.
• Innovative products and services.
• Successor planning, wealth building, retirement planning.
• Optimization of both financial and fiscal assets.