Specializing in Financial Planning & Retirement Plan Strategies
HOW WE STAND OUT
We treat our clients like family
We have a diverse knowledge base and holistic approach to our planning process
We work for you, not the banks or investment companies
Comprehensive Financial has been servicing our community since 1995, providing financial planning, wealth management and retirement strategies with the goal of maximizing income and tax benefits for our clients. The depth of knowledge and experience necessary to provide such a broad base of services include specialties in Financial and Estate Planning Strategies, Retirement Planning, Employee Benefits, Insurance, Risk and Wealth Management.
What We Do
Meet Our Advisors:
Stanley Lozinski III, CFP®, RF™
Stanley Lozinski is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Registered Fiduciary™ (RF™), with over 35 years of industry experience. He is the founder of Comprehensive Financial and is also licensed in Life and Health, Property and Casualty Insurance.
Outside of the office, Stan enjoys practicing yoga and has recently become a certified yoga instructor. When he isn’t sharing his yoga experience with others, he loves hiking, cycling, skiing, swimming and spending time with his wife and 2 daughters.
Donald G. Blumberg Jr., CFP®
Donald Blumberg is a CERTIFIED FINANCIAL PLANNER™ (CFP®), who joined Comprehensive Financial in 2019. Along with his Security Licenses, he also holds his NYS Life, Accident, Health and Variable Life/ Variable Annuity Licenses.
Outside of the office, Donald enjoys spending his time outdoors. He has several different hobbies, including snowboarding, mountain biking and hiking. He is currently working towards becoming a member of the Adirondack 46ers.
