CONNECT

Address:

243 Main St.
Staten Island, NY 10307

Phone:

(718) 980-3737,Toll-Free: 8006010622

Fax/Other:

3472270235

Our Firm

At Comprehensive Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

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

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What's a good 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 can help you create an approach that is designed to address your individual situation.

Bridging the Gap from Wall Street to Main Street With Financial Planning that Focuses on YOU!!!.


Allan Katz, CFP®, ChFC, CLU
 

(718) 980-3737

akatz@cwmg-llc.com

Allan Katz, CFP™, ChFC, CLU is Owner and founder of Comprehensive Wealth Management Group, LLC, a full service financial planning firm that specializes in working with clients in the areas of wealth/asset accumulation and preservation, estate planning, retirement income needs, retirement planning, small business planning and education planning. Allan spends most of his time guiding clients through the complex financial world. He focuses on empowering both individuals and business owners to achieve their financial goals regardless how simple or complex through ongoing client education and communication in addition to a personalized approach to long term client relationships.Read More......

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck