Comprehensive Financial is a Financial Planner in East Islip, NY. The firm provides employee benefits consulting, health and insurance solutions, qualified retirement plans, business protection planning, and HR consulting. Serving both businesses and individuals, the firm specializes in creating tailored strategies for contributions, voluntary benefits, and employee communications. The business maintains a 5.00 rating.
The firm offers boutique-level service where clients work directly with senior advisors rather than a call center. Their approach involves a team of licensed insurance and investment specialists, ERISA attorneys, and HR professionals who provide ongoing education and compliance support to help employers stay ahead of changing regulations. In partnership with My Benefits Advisor, the organization is licensed in nearly all states and operates through nine offices nationwide, ranging from New York to California. Their services include reviewing existing plans to ensure value and designing new programs, such as private 401(k) or SIMPLE IRA options, to meet specific business needs.
Located on Carleton Avenue, the office is situated near the intersection of Union Boulevard and is a short drive from East Main Street and West Main Street. The business is approximately 0.3 miles from the East Islip Memorial Park and the East Islip Fire Department.
The business maintains well-documented information online and possesses a well-optimized website that search engines can read cleanly.
Comprehensive Financial provides expert, personalized financial planning and benefits consulting to the East Islip community and beyond.