We care about people, not just portfolios

Comprehensive Financial Solutions manages assets for individuals and families, providing investment management, and financial planning services.

Our Services


Financial Planning Solutions

One of the greatest challenges you will face is adequately preparing for retirement. We can help. At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families pursue their financial goals for over 30 years. Our...

Tax Solutions

At CFS Tax Solutions, we make every effort to provide quality, year-round service with client satisfaction as our highest objective. We have over 25 years of local service which includes a CPA and CFP® on staff capable of addressing tax issues that arise. With the ever changing tax laws, it pays to...

Insurance Solutions

Is protecting your financial security important to you? Rely on our insurance team's experience, knowledge, and advice to obtain the best insurance coverages and premiums for you, your business, and your family. CFS Insurance Solutions has access to all major insurance carriers. Andrew Benjamin...

Wealth Management Solutions

CFS Wealth Management Solutions has helped clients pursue their financial goals for over 30 years. We understand that every client is unique and that communication is key! What We Offer Investment Planning Retirement Planning Strategies College Planning & Preparation Estate & Trust Coordination...

How can we help?

Find out how we can help you pursue your financial goals.

Contact Us Now