Bridging the gap from Wall Street to Main Street

General Info

Comprehensive Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available. For each of our clients we strive to help create financial confidence and provide financial independence. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principles Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (800) 601-0622 or (718) 980-3737 Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Insurance and additional advisory services offered through Comprehensive Wealth Management Group, LLC., a registered investment advisor and separate entity from Royal Alliance Associates, Inc. This communication is strictly intended for individuals residing in the state(s) of CA, FL, GA, MD, NJ, NY, PA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:30 am - 5:30 pm
Sun	Closed

Contact Info

Phone:

Main - 718-980-3737

Toll Free - 800-601-0622

Address:

243 Main St Staten Island, NY 10307

Email:

Contact Us

Category

Financial Planning Consultants

Neighborhoods

Tottenville, South Shore

Associations

Staten Island Business Council, Financial Planning Association