Broker Check

Comprehensive Strategies - Sandwich, MA

  • 90 Route 6A, Unit 4B
  • Sandwich, MA 02563
  • 508.888.2242 | Toll-Free: 866.725.2242

Mission Statement

As Financial Consultants, our mission is to ensure that those who place their trust in us are properly guided through their investment and financial planning objectives, are able to accomplish those goals, and are able to protect and pursue their wealth.  Over the past 30 plus years, Comprehensive Strategies has guided hundreds of clients to their ideal retirement lifestyles.

Comprehensive Strategies was founded to help individuals plan for retirement, protect their families, replace their income once they do retire, and continue living the lifestyle in which they are accustomed.  With proper financial planning and guidance, we can help grow and protect your family’s wealth.  

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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Will I be able to retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.