Comprehensive Financial Associates

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

2090 Linglestown Rd Ste 201, Harrisburg,...

Phone Number

(717) 652-2070

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
2
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1

About Comprehensive Financial Associates

Comprehensive Financial Associates is a fiduciary firm dedicated to prioritizing clients' financial well-being through personalized wealth management and strategic retirement planning. They offer a range of services including estate planning, insurance, investment, and tax strategies, aimed at both individuals and corporate plan sponsors. The firm emphasizes a goal-based planning process to simplify financial strategies and enhance client experience. With a commitment to independence and relationship-building, they strive to make financial wellness accessible and understandable for their clients.Explore more
Comprehensive Financial Associates's Social MediaPopular SearchesComprehensive Financial Associates IncComprehensive Financial AssociatesComprehensive FinancialComprehensive Financial Associates Of Maryland IncComprehensive Financial Planning Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Comprehensive Financial Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Comprehensive Financial A...

<$5M
1-10
Private
-
1992
$6.3M
1-10
Private
-
2007
JI
Jane IariaOffice Manager
<$5M
11-50
Private
<$5M
-
SM
Stephanie MattisonManager, Operations & Business
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
LP
Lauran ParsonManager, Client Services
<$5M
1-10
Private
-
-
BR
Brian RybickiFinancial Consultant
<$5M
1-10
Private
-
-
SM
Scott MondeauManager, Wealth
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Company Profile Activity

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Activity Insights

Comprehensive Financial Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Comprehensive Financial Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Comprehensive Financial Associates.

Comprehensive Financial Associates Tech Stack

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Frequently Asked Questions Regarding Comprehensive Financial Associates

What is Comprehensive Financial Associates's official website?
Comprehensive Financial Associates's official website is www.comprehensivefinancialassociates.com
What is Comprehensive Financial Associates's Revenue?
Comprehensive Financial Associates's revenue is <$5 Million
What is Comprehensive Financial Associates's SIC code?
Comprehensive Financial Associates's SIC: 62,628
What is Comprehensive Financial Associates's NAICS code?
Comprehensive Financial Associates's NAICS: 52,523
How many employees does Comprehensive Financial Associates have?
Comprehensive Financial Associates has 1-10 employees
What industry does Comprehensive Financial Associates belong to?
Comprehensive Financial Associates is in the industry of: Finance, Securities Trading
What is Comprehensive Financial Associates competition?
Comprehensive Financial Associates top competitors include: Flagship Harbor Advisors Plymouth, Bridgeport Wealth Management, JFC Financial Services, Allied Financial Advisors
What technology does Comprehensive Financial Associates use?
Some of the popular technologies that Comprehensive Financial Associates uses are: Cloudflare Website Optimization, Imperva Incapsula, Google Tag Manager, FMG Suite
How do I contact Comprehensive Financial Associates?
Comprehensive Financial Associates contact info: Phone number: (717) 652-2070 Website: www.comprehensivefinancialassociates.com
What does Comprehensive Financial Associates do?

Comprehensive Financial Associates is a fiduciary firm dedicated to prioritizing clients' financial well-being through personalized wealth management and strategic retirement planning. They offer a range of services including estate planning, insurance, investment, and tax strategies, aimed at both individuals and corporate plan sponsors. The firm... emphasizes a goal-based planning process to simplify financial strategies and enhance client experience. With a commitment to independence and relationship-building, they strive to make financial wellness accessible and understandable for their clients.Read More

What are Comprehensive Financial Associates social media links?
Comprehensive Financial Associates Facebook page
Is Comprehensive Financial Associates a public company?
Comprehensive Financial Associates is private company therefore does not currently have an official ticker symbol
See more information about Comprehensive Financial Associates

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