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Comprehensive Financial Professionals, Inc

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website comprehensivefp.com
Client types

Overview

Comprehensive Financial Professionals, Inc. is a full-service financial planning and advisory firm located in Lansdale, Pennsylvania. The firm serves individuals, families, and business-owners with customized planning across accumulated wealth, retirement income, education funding, estate and risk management. The team works through product and service relationships to deliver investment selection, retirement plan design, insurance and long-term care planning, charitable giving, and executive compensation design. As an advisory practice affiliated with Private Advisor Group and brokerage services through LPL Financial, the firm combines access to institutional resources with a local, client-centric approach geared toward helping clients pursue and retain their prosperity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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