Insights

Small scale firm Independent financial services agency with minimal headcount (0-1) and localized operations in North Brunswick, NJ, indicating potential need for cost-effective back-office and digital onboarding solutions.

Diverse offerings Provides insurance, investment products and tax preparation, suggesting cross-selling opportunities across insurance, investment advisory, and tax services, plus potential for bundled service packages.

Brokerage relationship Securities and advisory services routed through Cetera Advisor Networks LLC, presenting an avenue to discuss compliance-friendly technology, CRM integrations, and advisor support tools compatible with Cetera platforms.

Growth potential Revenue appears modest and employees are minimal, indicating readiness for scalable fintech or practice management solutions to improve efficiency, client onboarding, and revenue per advisor as the business grows.

Market positioning operates in a competitive landscape alongside large independent financial firms; emphasize differentiated value through personalized service, local market focus, and cost-effective solutions to win and retain clients.

Comprehensive Financial Strategies LLC's Email Address Formats

Comprehensive Financial Strategies LLC uses at least 1 format(s):
Comprehensive Financial Strategies LLC Email FormatsExamplePercentage
First@cfsnj.comJohn@cfsnj.com
100%

Frequently Asked Questions

What is Comprehensive Financial Strategies LLC's phone number?

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You can contact Comprehensive Financial Strategies LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Comprehensive Financial Strategies LLC's official website and social media links?

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Comprehensive Financial Strategies LLC's official website is cfsnj.com and has social profiles on LinkedIn.

How much revenue does Comprehensive Financial Strategies LLC generate?

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As of July 2026, Comprehensive Financial Strategies LLC's annual revenue is estimated to be <$1M.

What is Comprehensive Financial Strategies LLC's SIC code NAICS code?

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Comprehensive Financial Strategies LLC's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Comprehensive Financial Strategies LLC have currently?

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As of July 2026, Comprehensive Financial Strategies LLC has approximately 1 employees across 1 continents, including North America. Key team members include Vice President And General Manager Biocompare And Pharmacompare: J. B.Staff Accountant: C. K.Accountant: A. C.. Explore Comprehensive Financial Strategies LLC's employee directory with LeadIQ.

What industry does Comprehensive Financial Strategies LLC belong to?

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Comprehensive Financial Strategies LLC operates in the Financial Services industry.

What is Comprehensive Financial Strategies LLC's email format?

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Comprehensive Financial Strategies LLC's email format typically follows the pattern of First@cfsnj.com. Find more Comprehensive Financial Strategies LLC email formats with LeadIQ.

When was Comprehensive Financial Strategies LLC founded?

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Comprehensive Financial Strategies LLC was founded in 2009.
Comprehensive Financial Strategies LLC logo

Comprehensive Financial Strategies LLC

Financial ServicesNew Jersey, United States0-1 Employees

Comprehensive Financial Strategies LLC operates as an independent financial services agency based in North Brunswick, New Jersey. It provides a broad range of services that encompass insurance, investment products, and tax preparation, with securities and advisory services offered through Cetera Advisor Networks LLC, a registered broker-dealer and investment advisor. The firm positions itself within the financial services industry by offering a holistic set of financial solutions through an affiliated network, while noting that tax services are provided separately from Cetera. Its target market appears to be individuals seeking integrated financial planning and support across protection, growth, and tax-related needs, and the company serves this audience from its New Jersey location. The description indicates a small, locally based operation with a focus on delivering comprehensive financial guidance through its independent agency model. A recent development note is not provided beyond the arrangement with Cetera Advisor Networks LLC for securities and advisory services. } }{ }} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
Website
cfsnj.com
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Comprehensive Financial Strategies LLC's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Comprehensive Financial Strategies LLC's revenue is estimated to be in the range of <$1M

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