Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Comprehensive Financial Associates, Inc., is an independent financial services firm. Our goal is to find objective solutions to help our clients grow, preserve and protect their wealth. We are proactive in identifying opportunities that help our clients succeed. Our approach is conservative by nature and we believe a relationship between a client and advisor is a lifelong endeavor built on trust and mutual respect.
Our primary source of new business continues to be referrals from our satisfied clients. We are proud of our business and approach to serving our clients. We believe it is truly unique. We welcome your call or stop by to visit us.