Comprehensive Financial Professionals
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1000 Walnut St Ste 108, Lansdale, Pennsy...Phone Number
(215) 393-5288Website
www.comprehensivefp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Comprehensive Financial Professionals
Comprehensive Financial Professionals, Inc. provides a range of financial services aimed at educating clients on personal finance management, including insurance, investing, retirement, estate planning, and wealth preservation. The firm offers resources such as newsletters, calculators, and research reports to help clients understand financial concepts and make informed decisions. Their target clients include individuals seeking to improve their financial literacy and achieve their financial goals. The company emphasizes the importance of working with skilled professionals to navigate the complexities of personal finance.Explore more
Comprehensive Financial Professionals Org Chart
AV
Client Review & Services Representative
LH
Client Services Representative
MF
Client Review & Services Representative
CS
Lpl Registered Sales Assistant
WS
Lpl Registered Sales Assistant
CW
Client Services Assistant
MS
Client Services Assistant
BS
Client Services Assistant
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Company Profile Activity
Activity Insights
Comprehensive Financial Professionals is experiencing very low activity levels compared to other companies in the Finance sector.
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Comprehensive Financial Professionals is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Comprehensive Financial Professionals.
Comprehensive Financial Professionals financials insights
Gather financial insights about Comprehensive Financial Professionals, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Comprehensive Financial Professionals Tech Stack
A closer look at the technologies used by Comprehensive Financial Professionals
Most Recent Scoops
Facilities Relocation / Expansion
Comprehensive Financial Professionals is planning to move offices in November 2025. The move will impact approximately 14 employees at the existing office located at 1110 N Broad St, Lansdale, PA.
Facilities Relocation/Expansion
Funding
Comprehensive Financial Professionals has received an SBA PPP loan for $150,000-350,000 from Citizens Bank.
Funding
Comprehensive Financial Professionals Inc has received an SBA PPP loan for $150,000-350,000 from Citizens Bank, National Association.
Funding
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Comprehensive Financial Professionals, Inc. provides a range of financial services aimed at educating clients on personal finance management, including insurance, investing, retirement, estate planning, and wealth preservation. The firm offers resources such as newsletters, calculators, and research reports to help clients understand financial conc... Read More
