Tom Massebeau - Compass Financial Management Group
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Tom Massebeau - Compass Financial Management Group, located in Ormond Beach, FL, has been dedicated to assisting Publix associates with their financial needs since 1991. The firm specializes in retirement planning, utilizing strategies such as Net Unrealized Appreciation (NUA) and 72(t) distributions to provide personalized retirement plans for their clients.
With a commitment to integrity, wisdom, and care, the Compass Financial team focuses on serving clients based on their individual needs. While the firm has built a strong relationship with Publix associates, it is important to note that it is not endorsed by Publix Super Markets Inc.
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