Frederick, MD 21702
About Comprehensive Financial Planning Group, LLC
Frederick’s True Financial Experts
The Comprehensive Financial Planning Group, LLC takes a more holistic approach to financial planning. We focus on our local clients as individuals and see the unique, specific needs of that person or business as our top priority. We take time to educate our clients, 1:1, and speak to them in large-group seminars and formal, professional settings to lay out exactly what we can do.
We are Frederick, MD’s best resource for the soundest financial planning, and possess the certifications to match! To serve our residential and business clients, we provide a wide variety of financial services that focus on the present as well as the future. These can include:
Development of consistent savings/investment plans
Preparation of comfortable retirement options
Drafting lists of unexpected events and costs in life that may lead to your financial responsibility down the road
What we can do for you? Anything you need in the realm of custom financial planning to help you take the right steps and make the choices for your money! The Comprehensive Financial Planning Group, LLC aims to increase our clients’ awareness of us within our community, educate potential clients on the services we offer, and solidify our experience in the financial market. The only way we can do that is by gaining the trust of all our clients, one satisfying experience at a time.
Securities offered through Questar Capital Corporation (QCC) Member FINRA/SIPC.
Advisory Services offered through Questar Asset Management (QAM) A Registered Investment Advisor. Comprehensive Financial Planning Group, LLC. is independent of QCC and QAM.
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