Testimonials

"I cannot adequately express the value of a financial advisor.  We trust our health to a doctor.  We trust the plumber, electrician, and car mechanic.  Why wouldn’t we also trust a financial professional —especially in our very complex fiscal system with its myriad of laws, regulations, tax codes, investments, and retirement plans—all of which we have neither the expertise nor time to navigate?  One does not have to be wealthy to need or benefit from such expertise.  The confidence Michael has provided me over the years is priceless."

-Cynthia P.

“Nate has been great to work with for the past two years! He makes sure that my goals are made to fit my needs. You can tell by his demeanor that he has a lot of care and concern. I know I don't have to worry because I am in GREAT hands! My only wish would be to have met him sooner.”

-Janet P.

"If you’re looking for a multi-faceted service group to assist you in the area of acquiring and growing wealth as you move along this road called ‘life’, I highly recommend Mike Sise, CFP® at Comprehensive Financial Services. Comprehensive Financial Services (CFS) is a full-service group based out of Salisbury, MD (conveniently located off or Rt. 50 Business) with a secondary convenient location in Millsboro; (right off of route 113).

Comprehensive Financial Services is not a ‘one or two-man operation’ that needs to return your messages left the day before; there is always good help on the other end of the line. We totally appreciate that CFS operates as a solid team that approaches all things with integrity and timeliness. 

Their areas of expertise fall within several categories including:  

•   Financial Planning - Solid Approach - big screens!

•   Tax Solutions - Tax Filing - Protection of Assets

•   Insurance Solutions - LTC, Life, etc.

•   Wealth Management - Growth and Understanding

•   Retirement Planning - Estate Planning

•   Medicare Supplement - Understanding and Options

•   Great familiarity within the realm of the local Poultry Industry and Executive bonus programs and/or Deferred Compensation

CFS has a ‘Dashboard’ for their clients that lets you check all things related to your portfolio.  You can upload your Trust Documents, Wills, POA, Medical Directives, etc.  Even the CFS website has a quick link to a page where any and all financial calculators are available.

When we’ve received mail from SSA or Medicare related to IRMAA premiums or if we desire to invest in a specific stock, the CFS investment team researches our requests and make suggestions. Retirement plans are reviewed regularly and as needed.  Because Mike understands and discusses our values and goals when we meet, we feel that there is an alignment to our personal likes and dislikes with the rest of the world when it comes to our portfolio.

I wish we had met Mike and the team of professionals at CFS sooner.  We were totally unaware that these kinds of services could be found under one roof and here on the Eastern Shore.  For all of you that are traveling to previous services ‘where you used to live’, I hope you will give CFS a try.  I believe you won’t be disappointed."

 -Betsy C.

 This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

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