Insurance Services
A good defense is the best offense. Let Comprehensive Financial Partners surround you and your family with leading insurance policies.
Wealth Strategies
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
Employee Benefit Program
Managing your company’s 401k program can seem complicated, but Comprehensive Financial Partners can help make it easy. Our time-tested benefit strategies strive to help your employees feel more confident about their financial future.
Your Life. Your Investments.
Take control of your investments with Comprehensive Financial Partners. There are no limits.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Changing Your Perspective.
Education brings opportunity. Expand your knowledge with Comprehensive Financial Partners.
Interested in working with us?
After almost 20 years, Comprehensive Financial Partners is proud to announce we are upgrading our office location. The new office will be located at 295 Madison Ave, Suite 915, New York, NY 10017 and features 1860 square feet of space. It is a newly furnished office with a renovated lobby and is only one block away from Grand Central and Bryant Park. Interested in working with us? Contact us today to visit the new location and speak with an LPL financial planner about investing in your future.