Comprehensive Financial - East Islip, New York

Comprehensive Financial: A Trusted Financial Advisor in East Islip

Overview: Comprehensive Financial, located at 86 Carleton Ave, East Islip, NY 11730, is a reputable financial planning service that has been guiding individuals and businesses towards financial stability and growth for over a decade. With a focus on providing personalized financial planning services, they stand out for their comprehensive approach to financial advising. The company's address is easily accessible, featuring amenities like a wheelchair-accessible car park and entrance, ensuring convenience for all clients. Their contact details include a phone number 631-952-8600 and an online presence through their website comp-financial.com, which allows potential clients to explore services and read reviews.

Specialties: Comprehensive Financial specializes in financial planning, offering expert advice to help clients manage their financial affairs effectively. Their expertise extends to helping both individuals and businesses navigate complex financial landscapes, from managing day-to-day finances to planning for retirement and major life events.

Location and Accessibility:

• Address: 86 Carleton Ave, East Islip, NY 11730, United States
• Phone: 631-952-8600
• Wheelchair-accessible features include a car park, entrance, and toilet, demonstrating their commitment to inclusivity.

Services Offered: As a financial planner, Comprehensive Financial provides a wide array of services tailored to meet the diverse needs of their clients. They offer comprehensive financial planning, ensuring clients have a clear roadmap for achieving their financial goals. Their services include but are not limited to investment advice, retirement planning, tax strategy, and estate planning. With an emphasis on building long-term relationships, they also offer the convenience of online appointments and on-site services, allowing clients to choose the format that best suits their preferences.

Key Features:

• Online Appointments: Clients can schedule meetings at their convenience, enhancing accessibility and flexibility.
• On-site Services: For those who prefer face-to-face interactions, Comprehensive Financial offers services right at their location.
• Comprehensive Planning: Their approach to financial planning is thorough, addressing all facets of financial health.
• Accessibility: The office is fully wheelchair accessible, ensuring that clients with mobility issues can visit comfortably.
• Trustworthy Advisors: With a team of responsive and thorough financial planners, they build trust through their expertise and dedication.

Client Opinions: The company boasts a solid reputation, as evidenced by 8 reviews on Google My Business, with an average opinion rating of 5 out of 5. Testimonials highlight the exceptional service and long-term partnership with clients like Stan, who has been working with Comprehensive Financial for over 15 years. These reviews underscore the company's commitment to client success and satisfaction, showcasing a track record of guiding businesses through significant transitions, including sales and retirement planning.

How to Reach Them:

For those seeking financial guidance, Comprehensive Financial offers a straightforward way to get in touch. Clients can reach out via phone at 631-952-8600 or visit their website at comp-financial.com to learn more about their services. The availability of online appointments further simplifies the process of seeking financial advice, making it easier than ever to plan for a secure financial future.

Recommendations for Potential Clients:

For individuals or businesses looking to enhance their financial planning, Comprehensive Financial presents a compelling option. Their combination of comprehensive services, accessibility, and positive client feedback makes them a top choice. Here are some key points to consider:

• Personalized Service: Their approach to financial planning is tailored to meet individual client needs, ensuring that each client receives personalized advice.
• Rigorous Expertise: With a team that is responsive and thorough, clients can trust they are receiving high-quality advice.
• Convenience: Offering both online and on-site services, they cater to a variety of client preferences and needs.
• Accessibility: Their commitment to wheelchair accessibility demonstrates a commitment to serving all members of the community.
• Long-term Relationships: The company's history of long-term partnerships, as seen with clients like Stan, speaks volumes about their ability to build lasting trust and provide ongoing support.

Summary: Comprehensive Financial stands out as a comprehensive financial planning service with a strong client focus. Their accessibility, thorough planning approach, and positive client feedback make them a valuable resource for anyone seeking financial guidance. Whether you're a business owner looking to manage your financial affairs or an individual planning for retirement, Comprehensive Financial offers the expertise and personalized service to help you achieve your financial goals.

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- Keywords: Comprehensive Financial, Financial Planner, East Islip, Online Appointments, Wheelchair Accessible, Financial Services, Trusted Advisor, Client Feedback, Retirement Planning, Business Owners.
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👍 Reviews of Comprehensive Financial

John P.

5/5

We have been working with Stan and Comprehensive Financial for over 15 years. During this period, he has aided us in many ways. As business owners, he helped us manage our business’ financial affairs and ultimately guided us through the sale of the company and our successful move into a solid financial retirement.
Stan is a trusted advisor and partner. His outstanding team is responsive and thorough. We are confident he will continue to provide the counsel and advice to maintain our strong financial future.

Jeff H.

5/5

I have worked with Stan 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.

Stan and his firm are a pleasure to work with and highly responsive to any questions or concerns that arise. I would highly recommend his years of expertise for anyone looking for comprehensive financial planning.

Lynn P.

5/5

If you are financially illiterate like I am, Stan's the guy for you! He makes all matters financial easy to understand . I have been a client for over 6 years.Since my husband became ill, all decisions had become my responsibility. Our financial situation is complicated Stan made it easy. He is kind, caring, patient and has a great support staff, all wonderful to work with.

Matt B.

5/5

Stan has been my financial advisor for years. He truly does care for all his clients and their families.

Joseph M.

5/5

Donald helped me get started on saving for my retirement and consistently communicates with me to help me stay on track

Doug C.

5/5

DJ helped to set up and account for me. Would definitely recommend

nukinwind

5/5

They have been every step of the way in my steps towards retirement.

Corinne B.

5/5