Compak Asset Management - Newport Beach, California

Address: 1801 Dove St, Newport Beach, CA 92660, United States.
Phone: 8003889700.
Website: compak.com
Specialties: Financial planner, Financial Advisor.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 3.6/5.

📌 Location of Compak Asset Management

☎️8003889700

⏰ Open Hours of Compak Asset Management

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Overview of Compak Asset Management

Located at Address: 1801 Dove St, Newport Beach, CA 92660, United States, Compak Asset Management stands out as a competent financial firm offering tailored financial planning and advisory services. With a phone number 800-388-9700 readily available for inquiries, this company ensures potential clients can reach out with ease. Their professional online presence is further emphasized through their compak.com website, which provides a wealth of information about their services and expertise.

Specialties and Services

Compak Asset Management prides itself on its specialized services, particularly in financial planning and advisory. Their team, including key figures such as Javaid, is renowned for their deep knowledge and accessibility, ensuring clients receive personalized guidance that caters to their unique financial goals. The company's commitment to transparency in their investment approach is a significant highlight, promising clients honest and open communication throughout their financial journey.

Accessibility and Convenience

In addition to their financial expertise, Compak Asset Management is committed to providing a welcoming environment for all visitors. The firm boasts wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet, ensuring that clients with mobility challenges are accommodated. Although appointments are recommended, this approach adds a layer of professionalism and ensures clients receive undivided attention.

Client Opinions

The company's reputation is well-supported by client feedback, with a notable average opinion rating of 3.6/5 on Google My Business from 10 reviews. Many clients have praised Compak for its exceptional growth in their investment portfolios, highlighting the team's expertise and commitment to client success. Recommendations to "highly recommend Compak to anyone looking for a money management firm and/or investment advice" underscore the trust and satisfaction their clients have in their services.

Recommendation for Potential Clients

For individuals seeking reliable financial management and investment advice, Compak Asset Management offers a compelling combination of expertise, accessibility, and client satisfaction. Their wheelchair-accessible facilities and recommended appointment system ensure a smooth and comfortable experience for all visitors. Given the positive feedback from clients who have benefited from their services, particularly in managing accounts like IRAs, it's clear that Compak could be the right partner for your financial needs.

To take advantage of their knowledgeable team and tailored financial strategies, be sure to visit their website at compak.com or give them a call at 800-388-9700. Don't miss out on the opportunity to enhance your financial future with the guidance of professionals who truly understand your needs. Compak Asset Management is waiting to help you achieve your financial goals, and it's just a click or a call away.

👍 Reviews of Compak Asset Management

Compak Asset Management - Newport Beach, California

Roland E.

5/5

Compak has managed my IRA account for years and I have experienced incredible growth in the value of my portfolio. My main contact at Compak is Javaid. He and his team are very knowledgeable, easy to get a hold of and very transparent in their investment approach. I highly recommend Compak to anyone looking for a money management firm and/or investment advice.

Kathy W.

5/5

There are not enough words to describe how happy I am with my decision to use Compak Asset Management! Their personal commitment to helping me with every aspect of my financial needs has been extraordinary! Javaid Ansari, my advisor continually goes above and beyond all expectations in assisting me so that I am informed and understand my investments and how they are being managed.

jgins001

1/5

I had an awful experience with Compak Asset Management. I opened my account at a bad time in the market. It was during a bear market after a big bear market rally. I was concerned because the relationship manager did massive buying at that time, and he had me 80% invested in stocks. I emailed my concern to him. He later called me and said I should never email a complaint because the emails are sent throughout the company and read by the Compliance department.

Another time I emailed my concern to an officer of the company. Once again the relationship manager called me and said that causes problems because it goes to Compliance. He told me never to email my concerns to the company because it goes to Compliance and causes all sorts of problems.

A few months later I received a mass email from Compak inviting me to a webinar about the market. I emailed a reply saying I didn't think it would do much good. I never even mentioned the relatiinship manager. The next day I received a call at work from the relationship manager. He yelled at me, insulted me, and berated me. He repeatedly called me a moron and shouted that I am the dumbest person he ever met in his life. I was at work at the time at my software development job, so I was very polite. But, he was boorish, loud, and insulting, with a horrendous voice. It was very unprofessional.

Luke B.

5/5

I’ve been listening to Mo and J’s Market Wrap podcast awhile, and I always enjoy it. The succinct summaries of market trends to look for and be aware of has helped steer me where the smart money is heading. Mo money, indeed.

Bob B.

1/5

They don't care about their client seemed to be making trades in my account that made no sense or money. I can only assume that they were receiving some sort of commission from these trades. They did not even beat the SP 500 in the 2 past years 2022-23.
They no longer have my money to mismanage.

Suzi C.

5/5

I discovered Compak Asset Management while listening to Mo Ansari on his radio show. I really liked what he had to say so I contacted the company and blindly moved my portfolio to him from the east coast (where I wasn't making money with 3 different brokers). I was a little skeptical since I didn't know anyone who had their investments with Compak, but I had a good feeling about them and followed my instincts. It turned out better than I could have imagined. I was very lucky to have been assigned to John Baffa as my portfolio manager. He makes very wise, safe and diversified investments for me and I am THRILLED at all the money he's making me. 20x more return than the former East Coast brokers. Thank you John!! I have learned so much about the market from him. He always takes my calls and answers my questions in a kind, informative and respectful way. Aside from his brilliance, John has a wonderful, jovial personality and has totally enriched my life. I'm so thankful for John and this wonderful company.... and all my gainsl!

Lori K.

5/5

I have enjoyed working with the Compak team this past year. They are extremely knowledgeable and professional and keep their clients up to date on market trends and the impact events could have on their wealth and investments.

SANJIT K.

5/5