“I have worked with Stan and his firm for many years. I have found him to be a man of integrity who I trust as much as I would my family. He is interested in my specific life goals and has been very supportive of what is best for me and my individual life circumstances.”
Jeff H.Real Estate Investor
“My husband and I have been working with Comprehensive Financial for over 10 years. Stan and his team are extremely professional, knowledgeable and experienced. They have not only helped us select the right investment packages for our retirement, they have set up our children’s 529 college plan and helped us select the best investment options for our parents…We completely trust them when it comes to selecting and managing the best financial plan for our family."
Sandra K.Business Executive
“Stan Lozinski and the Comprehensive Financial team are the most responsive group of advisors I have worked with in the past decade. They have supported our firm through benefit plan changes, retirement plan conversions, and management changes -- always supportive, competent and efficient -- helping us reach our goals.”
Penny B.Operations and HR Manager
“Stan has been my financial advisor for years. He truly does care for all his clients and their families.”
Matt B.Business Owner
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We offer 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 Financial and Estate Planning, Employee Benefits, Human Resources Consulting, Retirement Planning, Insurance, Risk and Wealth Management.
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