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Home > Financial Services > Stock Brokers > Comprehensive Asset Management And Servicing, Inc.
Comprehensive Asset Management And Servicing, Inc.
Comprehensive Asset Management And Servicing, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Comprehensive is a national investment and financial planning firm located in Parsippany, New Jersey. The Company was founded in 1997.
Comprehensive was started to respond to the desire among the public to have fee-based alternatives in addition to commission-based investment approaches. Their business is primarily the provision of fee-based investment advisory services, but commission-based advice is available as well.
In their experience, the servicing and administration of client accounts can reduce the focus on more important client needs. They strive to see clients and Advisors spending time and energy on investment results, not ancillary issues. An Advisor with Comprehensive can handle loaded mutual funds and variable annuities, or can choose from among these extraordinarily varied approaches.
To aid clients in fulfilling the goals and objectives of a comprehensive financial plan, Advisors today need to represent not only a wide variety of investment strategies and products; they require the widest, deepest possible range of insurance products as well. To help meet this need, their affiliated insurance brokerage agency and the list of carriers and products available through it will complement the broad range of investment options available to their Advisors. The strength of their list of providers enhances their Advisors' ability to meet a client's insurance needs in virtually every circumstance.
Comprehensive is well prepared to meet the needs of financial planning clients. At Comprehensive, they develop plans by combining more than a decade of financial planning experience of their ownership with an external group of actual professionals from the worlds of taxes, investments, insurance, benefits, retirement planning, business continuity and estate planning.
The Company mission is to offer a wide array of asset management choices and services combined with extraordinary services and support to clients and their Advisors.
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