Comprehensive Financial Partners

(on madison avenue)
Financial and Investment Services in New York, NY
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

295 Madison Avenue
New York, NY
10017

About

At Comprehensive Financial Partners, John Osorio & Marc Cimbal provide a full range of customized Tax and Financial services. Our highest priority is establishing a long lasting and trusting relationship with all of our clients. Albert Einstein once said, “The hardest thing in the world to understand is the income tax.” Our experienced team of professionals is dedicated to taking the mystery out of the complex tax laws. Still, beyond the preparation of our clients annual tax returns, our greatest value is our year-round commitment to working with our clients in creating a comprehensive tax-reduction and sound financial plan. Our mission is to provide the most diligent efforts in helping our clients understand the general principles of asset accumulation and preservation through educational seminars and personal consultation.

Photos

Comprehensive Financial Partners Photo Comprehensive Financial Partners Photo Comprehensive Financial Partners Photo

Services

  • Asset & Portfolio Management
  • Wealth Accumulation and Preservation Strategies
  • Retirement Planning
  • Charitable Planning
  • Estate Tax
  • Planning Income
  • Tax Planning Life, Disability and Health Insurance Consulting
  • Long Term Care Planning

Latest

As you get closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying on your nest egg. Discover how to protect your wealth as you get older. #TipTuesday https://hubs.ly/H0x5jzM0 COMPFINANCIALPARTNERS.COM How to Protect Your Wealth as You Get Older
"The secret of getting ahead is getting started. - Mark Twain #MondayMotivation
Listen to our 100th #LPLMarketSignals episode for the latest updates on the stock market. #FinancialFactFriday https://hubs.ly/H0w-9L00
Our pre-retirement checklist can give you a quick snapshot of how prepared you are. #ThursdayThoughts https://hubs.ly/H0wX4400 COMPFINANCIALPARTNERS.COM The Pre-Retirement Checklist
Here are our thoughts on today's market in our #WeeklyMarketUpdate blog: https://hubs.ly/H0wPFl-0 COMPFINANCIALPARTNERS.COM 6 Months From the Low
There's still time to register for our FREE Zoom Virtual Webinar on Brighthouse Shield Annuities. As an attendee, you will discover how a Shield Annuity can help your retirement planning. Date: Wednesday, September 23, 2020 at 4:00 PM EST Contact Alex Rada to register at 212-223-0330 or arada@compfinancialpartners.com Join Zoom Meeting: https://hubs.ly/H0wJVTG0
Open enrollment for #Medicare starts today October 15th and lasts until December 7th. Discover everything you need to know to select a plan that is right for you: https://hubs.ly/H0y2Gcv0 COMPFINANCIALPARTNERS.COM Medicare Open Enrollment for 2021 Begins October 15
With Election Day just under a month away and voting already taking place in many states, here our thoughts on the market. #WeeklyMarketUpdate https://hubs.ly/H0x_nDQ0 COMPFINANCIALPARTNERS.COM The Market’s Mixed Election Signals
October is Health Literacy Month! Being healthy not only makes you feel good, but it may also help you financially. Learn more: https://hubs.ly/H0xWFrZ0
Today is #NationalSavingsDay! Check out these money-saving tips.
Listen to our latest #LPLMarketSignals podcast, discussing factors possibly affecting the elections, including stocks, technology, stimulus, COVID-19, the Supreme Court, and jobs. https://hubs.ly/H0xLNRb0
#CybersecurityAwarenessMonth emphasizes how we ALL play a part in protecting the internet. Learn more at: https://hubs.ly/H0xFCZ10
Discover investments tips to consider before year-end. #ThursdayThoughts https://hubs.ly/H0zpCRH0 COMPFINANCIALPARTNERS.COM Top Year-End Investment Tips
Stocks tend to do well in the final two months of an election year. Read our #WeeklyMarketUpdate blog for market insights: https://hubs.ly/H0zj5Pf0 COMPFINANCIALPARTNERS.COM 2 Post-Election Charts You Need to See
Let's get out to #vote today!
Register today for our FREE Zoom #Webinar! We will discuss how you can avoid 12 common IRA planning mistakes investors make and post-election year-end tax planning techniques. You can walk away with a clear and effective plan for pursuing your retirement goals. Join us on Thursday, November 12, 2020 at 12:00 PM EST Zoom Meeting Link: https://hubs.ly/H0z4L9z0 Contact Alex Rada at 212-223-0330 or arada@compfinancialpartners.com to register.
Happy Halloween from all of us at Comprehensive Financial Partners!
THU, NOV 12 AT 12:00 PM EST 12 Common IRA Planning Mistakes Webinar
Listen to our latest #podcast on 10 lessons learned in 2020. https://hubs.ly/H0DyqQK0
As shown in the #LPLChartOfTheDay, after a nearly 34% correction, the S&P 500 Index closed up more than 16%. #WeeklyMarketUpdate https://hubs.ly/H0DnQlW0 COMPFINANCIALPARTNERS.COM 2020 in 20 Charts
Here's some tips to help you stick to your financial New Year's resolution! #TipTuesday https://hubs.ly/H0DjtlJ0 COMPFINANCIALPARTNERS.COM New Year's Resolutions to Get Your Finances in Order
"No matter how hard the past is, you can always begin again." - Jack Kornfield #MondayMotivation
Happy New Year! Wishing you and your family joy and prosperity in 2021.
Here are our thoughts on today's housing market. #WeeklyMarketUpdate https://hubs.ly/H0D8mkL0 COMPFINANCIALPARTNERS.COM Housing Data Continues to Surge
Here is the latest financial update from #LPLMarketSignals podcast: https://hubs.ly/H0FM-890
Millions faithfully file their 1040 forms each April. But some things about federal income #taxes may surprise you. https://hubs.ly/H0FN25M0
Why bulls will like the year of the ox. #WeeklyMarketUpdate https://hubs.ly/H0GpbNB0 COMPFINANCIALPARTNERS.COM Why Bulls Will Like The Year Of The Ox
Mark your calendar for these key important 2021 #tax deadlines. https://hubs.ly/H0GkLr70
“The time is always right to do what is right.” —Dr. Martin Luther King, Jr. #BlackHistoryMonth #MondayMotivation
Super Bowl LV Sunday! Are you watching the game or the half time show?

Information

Company name
Comprehensive Financial Partners
Category
Financial and Investment Services

FAQs

  • What is the phone number for Comprehensive Financial Partners in New York NY?
    You can reach them at: 212-223-0330. It’s best to call Comprehensive Financial Partners during business hours.
  • What is the address for Comprehensive Financial Partners on madison avenue in New York?
    Comprehensive Financial Partners is located at this address: 295 Madison Avenue New York, NY 10017.
  • What are Comprehensive Financial Partners(New York, NY) store hours?
    Comprehensive Financial Partners store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.