Comprehensive Wealth Services

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

55 Madison Ave Ste 400, Morristown, New ...

Phone Number

(973) 924-2313

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Comprehensive Wealth Services

Comprehensive Wealth Services is a financial planning and tax compliance firm that caters to corporate executives, high net worth individuals, and family offices. The firm specializes in providing tailored financial solutions to meet the unique needs of its clients. With a focus on comprehensive wealth management, it aims to help clients navigate complex financial landscapes. Their services are designed to ensure optimal financial health and compliance for their clientele.Explore more
Popular SearchesComprehensive Wealth Services LLCYourCWS HomeComprehensive Wealth ServiceComprehensive Wealth Service LLCCom Profile Comprehensive Wealth Service LLCSIC Code 62,628NAICS Code 52,523Show more

Comprehensive Wealth Services Org Chart

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JK
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Comprehensive Wealth Serv...

<$5M
1-10
Private
-
2004
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
2017
DS
Deanna SuarezChief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Comprehensive Wealth Services Tech Stack

A closer look at the technologies used by Comprehensive Wealth Services

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Frequently Asked Questions Regarding Comprehensive Wealth Services

What is Comprehensive Wealth Services's official website?
Comprehensive Wealth Services's official website is www.yourcws.com
What is Comprehensive Wealth Services's Revenue?
Comprehensive Wealth Services's revenue is <$5 Million
What is Comprehensive Wealth Services's SIC code?
Comprehensive Wealth Services's SIC: 62,628
What is Comprehensive Wealth Services's NAICS code?
Comprehensive Wealth Services's NAICS: 52,523
How many employees does Comprehensive Wealth Services have?
Comprehensive Wealth Services has 1-10 employees
What industry does Comprehensive Wealth Services belong to?
Comprehensive Wealth Services is in the industry of: Finance, Securities Trading
What is Comprehensive Wealth Services competition?
Comprehensive Wealth Services top competitors include: Pillar Wealth Management, Eppolito Financial Strategies, Clarity Capital Advisors, 1776 Wealth
What technology does Comprehensive Wealth Services use?
Some of the popular technologies that Comprehensive Wealth Services uses are: Google Font API, Microsoft 365, Vimeo, GoDaddy DNS
How do I contact Comprehensive Wealth Services?
Comprehensive Wealth Services contact info: Phone number: (973) 924-2313 Website: www.yourcws.com
What does Comprehensive Wealth Services do?

Comprehensive Wealth Services is a financial planning and tax compliance firm that caters to corporate executives, high net worth individuals, and family offices. The firm specializes in providing tailored financial solutions to meet the unique needs of its clients. With a focus on comprehensive wealth management, it aims to help clients navigate c... omplex financial landscapes. Their services are designed to ensure optimal financial health and compliance for their clientele.Read More

Is Comprehensive Wealth Services a public company?
Comprehensive Wealth Services is private company therefore does not currently have an official ticker symbol
See more information about Comprehensive Wealth Services

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