Comprehensive Financial, Inc. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Welcome! We've grown into one of the leading full service financial planning firms for individuals and businesses in the Tri-State area. From our inception, we realized that our clients need more than quality products; they need convenience and service. The clients' needs come first! Our solution was to develop an umbrella of financial services to encompass every facet of an individual's or business' economic well being. The depth of knowledge and experience necessary to provide such a broad base of services requires us to maintain and include specialties in Employee Benefits, Human Resources, Retirement Planning, Accounting, Insurance, Risk Management, Investments, Financial and Estate Planning. Our mission is the same today: to put the clients' needs first. Because all of our staff and consulting professionals are independent (not employed by any insurance companies, investment companies, or brokerage firms), you can rely on our unbiased advice knowing that recommendations are based on your needs, not products or quotas. So whether your needs are personal or business related, let our team of professionals help maximize your benefits and chart your financial future in an informed, well conceived planning process.

Find Comprehensive Financial, Inc. employees' phone numbers or email addresses

Comprehensive Financial, Inc. Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Comprehensive Financial, Inc.'s Leadership

  • Stylized image of a person
    J. C.
    Partner Financial Planning Firm
    Phone icon
  • Stylized image of a person
    M. D.
    Director Of Employee Benefits
    Phone icon
  • Stylized image of a person
    J. G.
    Operations Manager
    Phone icon

Contact profiles from Comprehensive Financial, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Partner Financial Planning Firm
    Phone icon
    United StatesNew York
    Aug 01, 2024
  • Stylized image of a person
    M. D.
    Director Of Employee Benefits
    Phone icon
    United StatesNew York
    Feb 06, 2025
  • Stylized image of a person
    J. G.
    Operations Manager
    Phone icon
    United StatesNew York
    Oct 22, 2024

Frequently Asked Questions

What is Comprehensive Financial, Inc. known for?

Minus sign iconPlus sign icon
Comprehensive Financial, Inc. operates in the Financial Services industry. The company's main headquarters is located in 3500 Sunrise Highway, Suite D-104; you can contact the main corporate office by phone at . Explore Comprehensive Financial, Inc.'s company overview page for more information.

What is Comprehensive Financial, Inc.'s most common email format?

Minus sign iconPlus sign icon
Comprehensive Financial, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Comprehensive Financial, Inc. email formats with LeadIQ.

How many employees does Comprehensive Financial, Inc. have currently?

Minus sign iconPlus sign icon
Comprehensive Financial, Inc. has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Comprehensive Financial, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Comprehensive Financial, Inc.'s key employees include:

  • Partner Financial Planning Firm: J. C.
  • Director Of Employee Benefits: M. D.
  • Operations Manager: J. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.