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FACE THE FUTURE WITH CONFIDENCE

Personal Financial Planning

Financial planning is the ongoing process to help make sensible decisions about money and managing risk based on a review of an individual’s goals and objectives.  Rewards for proper planning can be immeasurable…

Financial Planning For Business Owners

Through our customizable strategies we help business owners seamlessly maximize their benefits from their business to meet their personal financial goals,  dreams  and objectives.

Employee Benefits and HR Consulting

Our solutions have been proven to enhance employee retention and moral.  We focus on  keeping costs in control while maintaining your  compliance with Heath Care Reform & Pension Legislation.

SEE WHY EVERYONE TRUSTS US

As executive consultants, one of our specialties is helping companies maximize performance through leadership development and human capital engagement.  We rely on the services of Comprehensive Financial…

David O. Schwartz President,
Executive Confidential

The people of Comprehensive Financial have enhanced the role of a financial counselor for us.  They’re a resource for all our employees.  Their 401(k) service and vast range of investment options increase the competitiveness of our benefits plans.

Kip Bedell
Founding Wine Maker, Bedell and Corey Creek Vineyards

Comprehensive Financial has helped me plan for my retirement and future insurance needs, so I can enjoy my life and provide a financial legacy for my children and grandchildren.

Rose Fitcher
Retiree

Featured Articles
Edward J. Chaudron, Assistant DirectorEdward J. Chaudron, Assistant DirectorFranciscan Friars of Holy Name Province
Comprehensive Financial took the time to understand our organization and worked directly with our employees to assist them in making informed decisions concerning their retirement.
Lucia Spielberg, COO, AmericasLucia Spielberg, COO, AmericasSheffield Haworth
Comprehensive Financial has consistently earned the respect of not only myself, but my employees as well. You will be hard-pressed to find a more solid solution for your company’s healthcare and financial needs…
David O. Schwartz PresidentDavid O. Schwartz PresidentExecutive Confidential
As executive consultants, one of our specialties is helping companies maximize performance through leadership development and human capital engagement.  We rely on the services of Comprehensive Financial…
Kip Bedell Founding Wine MakerKip Bedell Founding Wine MakerBedell and Corey Creek Vineyards
The people of Comprehensive Financial have enhanced the role of a financial counselor for us.  They’re a resource for all our employees.  Their 401(k) service and vast range of investment options increase the competitiveness of our benefits plans.
Rose FichterRose FichterRetiree
Comprehensive Financial has helped me plan for my retirement and future insurance needs, so I can enjoy my life and provide a financial legacy for my children and grandchildren.