Comprehensive Wealth Service LLC 55 Madison Avenue Category: Financial Planning Consultants
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Company representatives
Jeremy Klopper, Principal, CFP(r), Enrolled Agent
About Comprehensive Wealth Service LLC
Financial Planning, Tax Services, and Investment Management
Comprehensive Wealth Services LLC (CWS) is a fee based financial planning firm serving corporate executives, high net worth individuals, family offices, and small business owners.
Our goal at CWS is:
* to serve as your trusted advisor helping you to arrive at the best financial decisions for your personal situation.
* to assist you in identifying and attaining achievable goals.
* to help you maximize the resources you have available to you.
* to provide you with piece of mind over your financial affairs so you can focus on the other aspects of your life that deserve and require your attention.
* to serve and contribute in a meaningful way to our community and profession.
CWS' only obligation is to our clients. We do not earn commissions or accept referral fees.
Products and Services
- Financial Planning
- Tax Services
- Investment Services
Business categories
- Tax Return Preparation and Filing
- Asset Management
Location Type
Headquarters
Revenue
$275,000 - $300,000
Employees
2 to 4
Years In Business
20
Rating
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