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Maria K

Series 63

Goshen, NY

Compass Capital Corporation

Maria Kondracki Dwyer is a financial advisor with Compass Capital Corporation, holding a Series 63 designation and nearly 50 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. She is the owner of Strategic Planning Inc., focusing on life insurance sales, and serves on the Board of Trustees for Keiser University and Everglades University. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization through software-driven techniques and manages portfolios directly or through sub-advisors.

General retirement planning Retirement income strategy Wealth management Retired
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