Investment Advisor: Comprehensive Financial Solutions, Inc.
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Company: Comprehensive Financial Solutions, Inc.
Contact: Lewis Perkins, MBA CFP®
PO Box 3389
Santa Monica, California, 90408
Phone: (310) 453-2121
Website: http://www.ComprehensiveFinancial.net
Long-Term Care, Insurance: Life Health Disability; Portfolio Management; Retirement Planning; 401k Rollover; Roth IRA; Stocks, Bonds, Mutual Funds, ETF; Global Perspective; co-ordinate with attorneys and accountants CPA's; Offices Santa Monica, Hermosa Be
Serves Counties: Los angeles (CA), San francisco (CA), San luis obispo (CA), Santa barbara (CA), Ventura (CA)
License #: 847246
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 21-25 Years
Designations: CFP®
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type:
Insurance Type:
Disclosure: Securities & Advisory Services offered through Independent Financial Group, LLC - Member FINRA/ SIPC.
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