Our Core Values inspire us, motivate us and drive us to be the best we can be as human beings, team members, professionals and advisors to our clients.
We are Client First. At all times, our thoughts and actions as advisors to our clients revolve around how best to meet or exceed their needs, goals and expectations. This priority guides everything we do.
We are Independent. All of our staff and consulting professionals are independent, not employed by any insurance companies, investment companies, or brokerage firms. You can rely on our unbiased advice knowing that recommendations are based on your needs, not products or quotas.
We are Creative. We use a holistic approach to analyze a client’s needs by utilizing our extensive depth of knowledge and resources in order to provide an innovative strategy to achieve their goals.
We are Resourceful. We strive to be on the cutting edge by searching for innovative products, services and technological offerings. This allows us to be at the forefront of our industry as advisors for our clients.
We are Mindful. Through our daily mindfulness practice, we gain clarity and focus around our priorities to help our clients achieve their dreams and goals.
Comprehensive Financial has grown over the last decade to be one of the leading full service financial planning firms for individuals and businesses in the Tri-State area. From our Inception in 1995, we realized that our client’s need more than quality products; they need convenience and service.
Our solution was to develop an umbrella of financial services to encompass every facet of an individual’s or business’ economic well being. The depth of knowledge and experience necessary to provide such a broad base of services include specialties in Employee Benefits, Human Resources Consulting, Retirement Planning, Insurance, Risk Management, Wealth Management, Financial and Estate Planning.
Under the umbrella of services at Comprehensive Financial, your needs come first. Because all of our staff and consulting professionals are independent, not employed by any insurance companies, investment companies, or brokerage firms, you can rely on our unbiased advice knowing that recommendations are based on your needs, not products or quotas. So whether your needs are personal or business related, let our team of professionals help maximize your benefits and chart your financial future in an informed, well-conceived planning process.