Insights

Niche Independent Independent single-office financial services firm offering a broad suite across insurance, investments, and tax services, presenting cross-sell opportunities to clients seeking holistic financial planning and tax optimization.

Cetera Relationship Securities and advisory services are provided through Cetera Advisor Networks, suggesting a potential for co-branded product bundles and access to Cetera’s partner ecosystem for enhanced investment offerings.

Limited Scale Very small team with revenue under one million indicates a lean operation with high potential ROI from scalable digital tools, outsourced compliance support, and targeted prospecting to accelerate client acquisition.

Cross-Sell Potential Combination of insurance, investments, and tax services creates opportunities to upsell existing clients into comprehensive planning packages and recurring advisory revenue.

Financial Health Clues Revenue under one million and a niche market position imply an opportunity to target growth partnerships, practice management services, and scalable marketing programs to expand client base and AUM.

Similar companies to Comprehensive Financial Strategies LLC

Comprehensive Financial Strategies LLC's Email Address Formats

Comprehensive Financial Strategies LLC uses at least 1 email format:
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 September 2026, Comprehensive Financial Strategies LLC's annual revenue is estimated to be <$1M.

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

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

How many employees does Comprehensive Financial Strategies LLC have currently?

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As of September 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. and 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

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