Broker Check

Comprehensive Strategies - Sandwich, MA

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

Team

Susan Hayes

Sr. Executive Associate
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Cindy Sullivan

Executive Associate
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William J. O'Brien
AEP, CLU®, ChFC®

Financial Consultant®
Semi-Retired & Consultant to Firm

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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.  

Click here to learn more: The Right Connections

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.

 

Joe has worked in the financial industry for more than 30 years. Providing financial guidance to clients throughout the New England area since 1987.

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As a licensed financial advisor, Al focuses his practice on pre- and post-retirement needs, asset management, and the complex planning process. Along with Joe Sullivan, Al strives to provide clarity and control in mapping out...

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PROFESSIONAL Susan maintains the position of Executive Associate at Comprehensive Strategies and has been a dedicated member of our firm since 2001. Susan’s strong visionary skills help create innovative company concepts and...

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Cindy Sullivan

Executive Associate

(508) 888-2242

(508) 833-0885

Cindy joined Comprehensive Strategies as an Executive Associate in 2010.

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Working in the financial industry since 1981, Bill has acquired a great deal of knowledge and experience. Providing financial guidance in partnership with Joseph Sullivan since 1987 to his semi-retirement in January 2017.

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