Put another way, if it is not good for you, the client, we do not do it. Earning your trust day in and day out is our number one priority. The one value that keeps us strong above all else is our commitment to the family values of support, teamwork, and sacrifice. We are here for you because you are not just a client, but an extension of our Red Oak family tree.
Big Enough to Serve You. Small Enough to Know You. Learn More. Red Oak Financial Group. Who We Are. Comprehensive financial planning and investment strategies to assist clients with making well-informed, important life decisions related to their wealth Learn more. Who We Serve. I'm Working We strive to help you create a lifetime stream of income so you can retire according to your dream. I'm Retired You should be enjoying your retirement.
I'm Building a Legacy We can help protect and grow your assets so that you can leave a legacy for the next generations. The Red Oak Difference We seek to provide unparalleled service to our clients in the way of response time, professionalism, reliability, and expertise. Our Core Values. Knowledge We strive to be the master of our craft in every way possible.
Integrity Part of being a fiduciary means living by the highest of standards for a financial institution. For data support, email "support investor. Views: 51 trailing six months. Firms that receive a 4. Any data inaccuracies, please contact our team. With respect to such information, investor. Compton Financial Group Review. Disciplinary Questions After checking the disciplinary records of Compton Financial Group, our system found no disciplinary questions to ask. Conflict Questions After checking the regulatory records of Compton Financial Group, our system has identified the following question s to ask.
Does Compton Financial Group offer mutual funds that have 12b-1 fees? Does Compton Financial Group offer products that have performance-based fees, or does it accept performance-based fees? Will any of my assets be invested in those products? Does Compton Financial Group perform side-by-side management?
How does Compton Financial Group mitigate conflicts that arise from managing accounts with differing fee structures? Which securities does Compton Financial Group trade for itself that it will also be recommending to me? Was this helpful?
Yes or No. Submit Details. Where is Compton Financial Group headquartered? Which states do its financial advisors serve? What is the average client balance at Compton Financial Group? What is the historical performance of Compton Financial Group?
Can I write a review of Compton Financial Group or file a complaint? Minimum Investment. Average Client Balance. Total AUM. Visit Site. See locations. Activity Restriction — SRO. Dismissal upon Settlement — Court.
Investment-Related Prohibition - Court. Felony Conviction. Misdemeanor Conviction. Order Entered - Other Regulatory Agencies. Regulation Violations - Other Regulatory Agencies. Regulation Violations — SRO. Attorney Conflict. Broker-Dealer Conflict. Performance-Based Fees.
By choosing us, you can relax while we take care of the whole process for you. After finding you the most suitable mortgage deal by looking at the whole of market offerings, we will then make the application on your behalf. We will also look after the communication with the lender while keeping you updated on the process. Whether you are looking for a mortgage, insurance, or financial advice, our service process starts with a free consultation.
In the complementary consultation call, we work to understand your needs and identify the service that best suits your goals. You do not have to commit to anything at this point, we are here to help you! Once we have identified your needs, we use our state-of-the-art software to take your information securely and quickly. Our independent and unbiased mortgage brokers and financial advisers then carry out extensive market research to find the top solution for you!
Once we have found the right solution for you, we will then arrange another meeting where we can present the solution and guide you through the information. We will answer any questions you have and progress only when you are happy. Once you are happy to proceed, we will apply for the mortgage or financial product and keep you posted throughout the process.
We will proactively manage the process to ensure that things progress as smoothly and quickly as possible. Let us do the work while you can focus on what is important for you! Farnham Office:. WhatsApp Us Now. We are an Independent, Whole of Market Mortgage Broker and an Independent Financial Adviser This means that we look through the entire market when seeking the best mortgage provider or financial service for you.
The Financial Advice Process. Wimbledon Office: We put our customers at the centre of everything we do. If you are approved for a cash loan with us, you get money delivered right to your door by a friendly member of our team.
We will discuss your loan requirements, explain your loan agreement and repayment options to you and to answer any questions you may have about your loan. Apply online today and get an initial decision in just 24hrs! Subject to affordability. Apply Now. Weekly repayment: Total repayable: APR:. Manageable, fixed weekly repayments.
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Compton Financial's Financial Group promise to give you the highest level of service possible! If you are looking for financial advice, call today. Member FINRA & SIPC. Investment advice offered through Compton Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Company Description: Retirement Plan Services Compton Financial Group is located in Towson, MD, United States and is part of the Other Financial Investment.