Comprehensive Financial Services

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

3811 W Burbank Blvd, Burbank, California...

Phone Number

(818) 846-8092

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Comprehensive Financial Services

Comprehensive Financial Services is a client-first wealth management firm based in Los Angeles, dedicated to providing proactive, multigenerational guidance to protect and grow clients' wealth. The firm offers a range of services including financial planning, tax-efficient strategies, insurance planning, investment management, and retirement planning. With a focus on building trust and understanding clients' unique situations, they tailor strategies to meet individual goals and ensure long-lasting impact. Their experienced team emphasizes clear communication and regular reviews to empower clients in their financial decisions.Explore more
Comprehensive Financial Services's Social MediaPopular SearchesComprehensive Financial ServicesComprehensive Financial Services IncComprehensivefinancialservices BurbankComprehensive FinancialComprehensive Financial Management Services IncSIC Code 62,628NAICS Code 52,523Show more

Comprehensive Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Comprehensive Financial S...

<$5M
11-50
Private
-
1996
$16M
1-10
Private
-
2011
Brian Hoyt, Owner and President at Tax & Capital Management 360
Brian HoytOwner and President
$5.9M
11-50
Private
-
2008
ST
Steven TrebergFinancial Advisor
$5.5M
1-10
Private
-
1998
PZ
Patricia ZielonkaManager, Client Services
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1980
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Comprehensive Financial Services Tech Stack

A closer look at the technologies used by Comprehensive Financial Services

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Frequently Asked Questions Regarding Comprehensive Financial Services

What is Comprehensive Financial Services's official website?
Comprehensive Financial Services's official website is www.cfsburbank.com
What is Comprehensive Financial Services's Revenue?
Comprehensive Financial Services's revenue is <$5 Million
What is Comprehensive Financial Services's SIC code?
Comprehensive Financial Services's SIC: 62,628
What is Comprehensive Financial Services's NAICS code?
Comprehensive Financial Services's NAICS: 52,523
How many employees does Comprehensive Financial Services have?
Comprehensive Financial Services has 11-50 employees
What industry does Comprehensive Financial Services belong to?
Comprehensive Financial Services is in the industry of: Finance, Securities Trading
What is Comprehensive Financial Services competition?
Comprehensive Financial Services top competitors include: Mastey Financial Group, Federalretirementplan.com, Gennuso Financial Group, Strategic Financial Concepts
What technology does Comprehensive Financial Services use?
Some of the popular technologies that Comprehensive Financial Services uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Tag Manager
How do I contact Comprehensive Financial Services?
Comprehensive Financial Services contact info: Phone number: (818) 846-8092 Website: www.cfsburbank.com
What does Comprehensive Financial Services do?

Comprehensive Financial Services is a client-first wealth management firm based in Los Angeles, dedicated to providing proactive, multigenerational guidance to protect and grow clients' wealth. The firm offers a range of services including financial planning, tax-efficient strategies, insurance planning, investment management, and retirement planni... ng. With a focus on building trust and understanding clients' unique situations, they tailor strategies to meet individual goals and ensure long-lasting impact. Their experienced team emphasizes clear communication and regular reviews to empower clients in their financial decisions.Read More

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

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