Comprehensive Planning Associates - Fairfield, Connecticut

Comprehensive Planning Associates: A Leading Financial Planning Firm

Address: 33 Miller St, Fairfield, CT 06824, United States.

Phone: 2034545970

Website: compass-ltd.com

Specialties: Financial planner.

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Opinions: This company has 2 reviews on Google My Business.

Average opinion: 5/5.

About Comprehensive Planning Associates

Comprehensive Planning Associates, located at 33 Miller St, Fairfield, CT 06824, United States, is a renowned financial planning firm dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable and professional financial advisors, the firm offers personalized and comprehensive financial planning services tailored to meet each client's unique needs.

The firm's expertise spans various financial areas, including investment planning, retirement planning, estate planning, and tax planning. Their commitment to staying up-to-date with the latest financial trends and strategies ensures that clients receive the most effective solutions for their financial well-being.

Exceptional Client Service

Comprehensive Planning Associates takes pride in providing exceptional client service. The firm's team of experienced advisors works closely with clients to understand their financial objectives, constraints, and risk tolerance. They then develop customized financial plans that outline specific strategies and recommendations to help clients work towards their goals.

One of the key factors that sets Comprehensive Planning Associates apart from other financial planning firms is their commitment to maintaining strong client relationships. They prioritize open communication, regular updates, and ongoing support to ensure clients feel confident and informed about their financial future.

Accessibility and Convenience

In addition to their exceptional services, Comprehensive Planning Associates offers a range of amenities to ensure a comfortable and accessible experience for all clients. The firm features a wheelchair-accessible car park, entrance, and toilet, making it easy for individuals with disabilities to access their services.

To facilitate a seamless experience, appointments are recommended, allowing clients to schedule a time that works best for their busy lives. This ensures that each client receives the undivided attention and personalized service they deserve.

Highly Recommended by Clients

The firm's dedication to excellence and client satisfaction is evident in the glowing reviews they have received from satisfied clients. With an average rating of 5/5 on Google My Business, Comprehensive Planning Associates is highly regarded by those who have entrusted their financial planning to the firm. Testimonials highlight the firm's professionalism, knowledge, and personalized approach as key factors in their success.

"Highly recommended The team at Comprehensive Planning Associates is professional, knowledgeable, and personal. They truly care about helping you achieve your financial goals," shares one satisfied client.

Final Recommendation

If you are seeking a trusted and experienced financial planning firm to help you navigate your financial future, look no further than Comprehensive Planning Associates. With their comprehensive services, commitment to client satisfaction, and convenient location, they are the perfect partner for individuals and businesses looking to achieve their financial goals.

To learn more about Comprehensive Planning Associates and their services, visit their website at compass-ltd.com. Don't hesitate to contact them directly at 2034545970 to schedule an appointment and take the first step towards a more secure and prosperous financial future.

👍 Reviews of Comprehensive Planning Associates