For more information or to schedule an appointment, contact us by emailing us at info@compassplanning.com, or by calling 617-523-4666.

Choose to meet with us in person in either of our offices in Boston or Wellesley, Massachusetts, or we are happy to work with you remotely!

BOSTON OFFICE / MAILING ADDRESS

Three Post Office Square, Suite 602
Boston, MA 02109
Phone: 617-523-4666
Toll Free: 888-320-9993
Fax: 617-249-0631

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WELLESLEY HILLS OFFICE

366 Washington Street
Wellesley Hills, MA 02481
Phone: 617-523-4666
Toll Free: 888-320-9993
Fax: 617-249-0631

Click here for directions