Compass Financial Solutions, Inc

In 2005 I first met Pat Lyman when my brother told me that he was referred to Pat through a friend and how great he was at financial planning. At first I was cautious because I had all of my retirement with my company’s retirement plan, some savings bonds and had never diversified. Then I met Pat and immediately felt comfortable and confident that he would steer my retirement in the best direction for me and my family’s future. To date he has done that and more. Pat is not only my financial planner but has become a trusted friend in taking care of my families and my long term financial planning, along with several others that I have introduced to him. He is a decent man, with great character who genuinely cares about each person and treats them as if they were his only client. He goes out of his way to accommodate scheduling meetings and listens to the needs of the client. He will then research the best product to fit their needs. If you have a request, he expedites it in a quick timely manner and makes sure every detail is addressed. I feel Pat has ensured that my future will be stable along with my children’s. I know he would do the same for anyone and truly appreciate them as a client. Sincerely, Anthony Bruno Below I have attached to this testimonial the introduction to Pat Lyman and Compass Financial Partners that is posted on their site. It is true word for word. Welcome To Compass Financial Partners, LLC. A FEW WORDS ABOUT US We here at Compass Financial Partners, LLC. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation. OUR COMMITMENT At Compass Financial Partners, LLC., we treat our clients with the upmost courtesy and respect. We provide realistic, honest financial advice that comes with safety and peace of mind in uncertain times. We will lead you on a course that you will understand with flexibility to fit your comfort level. Our consistent track record of uncompromising ethics instills confidence and trust. We will ensure that you have a comprehensive, easy-to-understand plan with no confusion and none of the usual financial rhetoric. WHY CHOOSE US Compass Financial Partners, LLC. has built a rock-solid reputation for helping people protect and grow their wealth while maintaining a consistent dialogue with their clients. We feel it is important to have relationships with our clients in addition to providing quality service.
Aug 8th, 2019

Brendon Murphy has been a great resource for me. He is easy to speak candidly with, knowledgeable about financial options, and accessible for in-person meetings, or email communications. I highly recommend him and his company.
Apr 19th, 2019

Pat Lyman saved our family from needing to file for bankruptcy. Several years ago, my dad had developed dementia. His healthcare costs came at the expense of my parents' personal savings, investments and pensions which were all dwindling fast. This also included my savings and borrowing against my 401K. His health was deteriorating so fast that skilled nursing care was imminent. Pat pulled out all stops to find my dad long term care coverage from a very reputable institution. Thanks to Pat, me and my mom were able to afford to put my dad in a top notch assisted living facility with a specialized dementia unit while preserving (and keenly investing) what assets they had left. My father was able to live out his remaining years being cared for with grace and dignity. If it were not for Pat and his acute financial advising skills, my parents would have had to spend down their assets to qualify for Medicaid with my dad living in a state run facility. Pat Lyman is an honest and caring professional who is passionate about helping people attain financial security. For this alone, our family is and forever will be grateful.
Dec 14th, 2018

I first met Pat Lyman in 2008, when I attended one of his seminars. I was skeptical about making an appointment with someone I did not know, especially since I was an accountant and figured I can take care of things myself. Thru the years, I have found him to be very honest and knowledgeable in his profession. He directed me to what is best for me and I feel comfortable in my retirement. I also know he listens to an individuals needs, and searches for the product that would best fit their needs. He is always educating himself on the newest and best resources for his clients. Therefore, I would recommend him to anyone looking for a well educated and responsible person for financial advice and retirement planning.
Nov 25th, 2018