Compass Retirement Solutions, Creve Coeur MO

Had a great in person conversation about my retirement and finances with Marvin. He was honest and informative about my questions and concerns. I would recommend compass solutions to help you with your retirement planning!

My wife and I had a very informative conference call with Marvin Mitchell. Marvin covered several items about retirement, including social security, taxes, Medicare and income limits during retirement. The call was very helpful and Marvin was up front with great ideas about potential problems during retirement.

Mr. Marvin Mitchell took his time to answer several retirement planning questions that I posed to him without once trying to push a plan or product of his own. I found Marvin to be very professional; he seemed sincerely interested in offering advice to me, grounded in his experience and knowledge, tailored to my personal situation and supportive of my financial goals.

Marvin and the team at Compass Retirement Solutions are very helpful and knowledgeable. Marvin holds webinars on topics to help people plan for retirement. Questions are asked and answered. Being a client of Compass Retirement Solutions provides piece of mind and excellent customer service.

We began working with Marvin about six months ago and we are very pleased with the relationship and the results. Deciding who to trust with your future is a difficult choice. Marvin made the choice easy. He's very smart, professional and likeable. His team is equally professional and wonderful to work with. We have a lot of confidence in Marvin.

Marvin and his team of professionals have made the challenges of navigating our finances through retirement uncomplicated and transparent. Marvin has been easily accessible. He is clear and concise with the information as well as takes the time to ensure we understand the topics at hand. Octavia, what an asset to the team. I cannot say enough about her professionalism and a true desire to meet our needs. My husband and I are ecstatic to be a part of this team. We look forward to our continued success in the future. We are confident in our decision "It was time to make a change" and we decided on Compass Retirement Solutions.

I LOVE working with Compass Retirement Solutions. They have an awesome team! Everyone is the utmost professional and each team member provides his/her own expertise to ensure they find the best financial plan to meet your specific circumstances. Marvin takes the time to provide education on many financial or retirement-related topics. I have been with the firm for over 3 years and I am looking forward to a lifetime partnership. Thank you CRS team!

Marvin is extremely competent in the area of retirement solutions. He explains in a manner that is easy to understand. In my most recent session, Marvin demonstrated his patience and knowledge allowing me to fully grasp the taxation strategy we discussed. Additionally, his team of professionals are courteous and very responsive. Thank you Marvin and team!

Very helpful, informative and forward thinking when it comes to financial strategies. A company you can really trust!

From time to time it’s good to reflect back on others that have served you well. Maybe today is a good day for you to be thankful for a friend who has been loyal, a pastor who truly cares, or in my case today, a financial advisor who has been a consistent performer. Marvin and his team lead an independent company and I rest assured they try extra hard to give me the financial tools and best advice they possibly can. Marvin’s hands on approach and full disclosure of facts boost my confidence and let me know with each meeting or phone call that I am on the road to financial success.

Marvin called and answered all of my questions. Although I already have an advisor, he suggested some questions I could ask her to give me a clearer picture, and more peace of mind from clarity. He was so genuinely helpful, and told me to keep his number, even if I am not his client, he would be happy to answer any questions I may have in the future.
I think his clients are fortunate to have an advisor who really gets to know you and your situation, and is so easy to communicate with.