CNB is in the business of helping its clients manage the risks of life and being in business. This philosophy incorporates a focus on service, communication, thoroughness, and carefully planned courses of actions to help its clients best achieve their goals with the least possible exposure to risk. Now CNB has taken steps to bring the same philosophies to its clients in regard to financial services. Both qualified retirement plan clients and personal investment clients can now have CNB financial advisors assist them with designing and operating high quality retirement plans and quality personal investment portfolios. CNB has partnered with Compass Financial Advisors, LLC, a Federally Registered Investment Advisory Firm to deliver this service.
Compass Financial Advisors (CFA) has been in business for over 20 years, manages over 350 million dollars, and has 15 advisors. The selection of Compass Financial Advisors was based on the overall approach to financial planning and investment management by CFA advisors, an approach founded on risk analysis in the financial markets and the delivery of a high level of service. For more information about CFA, click on the hot link provided below.
Our qualified plan specialists are available to help our clients design and operate qualified plans that fit their corporate goals. With several years of pension experience, we will help you find answers to problems or design ideas that can actually help improve your bottom line.
Tad Majerek, a Personal Advisor, specializes in dealing with the personal investment strategies of business owners and executives. He will assist you in appraising your goals, your risks, and the best way to integrate your personal investment strategies with the other components of your financial life.
Please contact your insurance representative for a personal introduction or simply contact them directly at 574.233.9443.
COMPASS FINANCIAL ADVISORS, LLC
A Federally Registered Investment Advisory Firm
Registered representative offering securities through Questar Capital Corporation, member NASD/SIPC
Compass Financial Advisors is independent of Questar Capital