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VerifiedFinancial Services· Founded 1988

Comprehensive Financial Solutions, Inc

Financial Planning & Investing - * Tactical & Strategic Approaches for Stocks, Bonds, Mutual Funds * Investment Counseling & Advisory Services for Individuals & Employee Groups * 401(k), Defined Benefit, Profit Sharing, SIMPLE-IRA, SEP, Stretch IRA’s * Accumulation for College Tuition – 529 Plans * Branch Manager - Licensed Series #24,#51,#7,#63,#66 * Every person has their own “comfort zone” Insurance * California Insurance License #0739360 * Life, Disability, Health Plans * Long-term Care and Medicare Supplements * Providing for Change in Business Ownership * Commercial Insurance Packages through Frankel & Associates Insurance Services Estate Planning * Overview for your attorney’s implementation of Living and Irrevocable Trusts, Charitable Trusts, Special Needs Trusts, Family Partnerships Realty & Lending with Perkins Properties – RealEstateVision@yahoo.com * California Real Estate Broker #01868762 * Direct Purchase and Sale of Houses or Apartments * Multiple Listing Services (MLS) accessing Greater Los Angeles * Residential Loans - through affiliation with Bank of Internet and independent brokers

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Top roles at Comprehensive Financial Solutions, Inc

2 distinct titles indexed · top 2 shown.

  • 1director of administration
  • 1owner

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