LeadIQ logo
Learn more at LeadIQ.com
Comprehensive Financial logo

Comprehensive Financial Employee Directory

Financial ServicesNew York, United States11-50 Employees

Comprehensive Financial operates in the financial services sector, providing independent advice through a team of professionals who work one-on-one with clients to define personal financial goals and craft a tailored plan. The firm emphasizes unbiased guidance, ensuring recommendations align with clients’ needs rather than product quotas, due to its staff and consultants operating independently from insurance companies, investment firms, or brokerage houses. Based in Islip, New York, the company serves individuals seeking long-term relationships and personalized planning to support goal achievement. With a focus on professional counsel and a client-centric process, Comprehensive Financial positions itself as a local advisory practice that seeks to build ongoing collaborations rather than transactional engagements.

Find Comprehensive Financial employees' phone numbers or email addresses

Comprehensive Financial Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Comprehensive Financial's Leadership

  • Director Of Financial Services , Operations Manager at Comprehensive Financial
    C. B.
    Director Of Financial Services , Operations Manager
    Mobile Phone
  • Director Of Benefit Communications at Comprehensive Financial
    L. S.
    Director Of Benefit Communications
    Mobile Phone
  • Director Of Employee Benefits at Comprehensive Financial
    P. V.
    Director Of Employee Benefits
    Mobile Phone
  • Manager at Comprehensive Financial
    M. A.
    Manager
    Mobile Phone
  • Employee Benefits Specialist at Comprehensive Financial
    H. G.
    Employee Benefits Specialist
    Mobile Phone
  • Insurance Agent at Comprehensive Financial
    M. B.
    Insurance Agent
    Mobile Phone
  • Office Coordinator at Comprehensive Financial
    M. M.
    Office Coordinator
    Mobile Phone
  • Registered Representative at Comprehensive Financial
    M. B.
    Registered Representative
    Mobile Phone

Comprehensive Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Comprehensive Financial

Name
Title
Contact
Location
Last Update
  • Director Of Financial Services , Operations Manager at Comprehensive Financial
    C. B.
    Director Of Financial Services , Operations Manager
    Mobile Phone
    Sep 06, 2026
  • Director Of Benefit Communications at Comprehensive Financial
    L. S.
    Director Of Benefit Communications
    Mobile Phone
    Jun 08, 2026
  • Director Of Employee Benefits at Comprehensive Financial
    P. V.
    Director Of Employee Benefits
    Mobile Phone
    Oct 22, 2024
  • Manager at Comprehensive Financial
    M. A.
    Manager
    Mobile Phone
    Oct 23, 2024
  • Employee Benefits Specialist at Comprehensive Financial
    H. G.
    Employee Benefits Specialist
    Mobile Phone
    Oct 17, 2024
  • Insurance Agent at Comprehensive Financial
    M. B.
    Insurance Agent
    Mobile Phone
    Oct 21, 2024
  • Office Coordinator at Comprehensive Financial
    M. M.
    Office Coordinator
    Mobile Phone
    Oct 17, 2024
  • Registered Representative at Comprehensive Financial
    M. B.
    Registered Representative
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Comprehensive Financial known for?

Minus sign iconPlus sign iconComprehensive Financial operates in the Financial Services industry. Explore Comprehensive Financial's company overview page for more information.

What is Comprehensive Financial's most common email format?

Minus sign iconPlus sign iconComprehensive Financial employees' email format typically follows the pattern of First@comp-financial.com. Trying to find reliable and up-to-date employee contact data? Find more Comprehensive Financial email formats with LeadIQ.

How many employees does Comprehensive Financial have currently?

Minus sign iconPlus sign iconComprehensive Financial has approximately 26 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Comprehensive Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Comprehensive Financial's key employees include:

  • Director Of Financial Services , Operations Manager: C. B.
  • Director Of Benefit Communications: L. S.
  • Director Of Employee Benefits: P. V.
  • Manager: M. A.
  • Employee Benefits Specialist: H. G.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.