Joseph L. Sullivan, CLU, ChFC, CASL, CLTC William J. O'Brien, AEP, CLU, ChFCChartered Financial Consultants
Phone: (508) 888-2242 Fax: (508) 833-0885
Welcome to Comprehensive Strategies online! We are an independent financial firm that specializes in Wealth Management, Investments, Prepared Comprehensive Financial Plans, Long-Term Care and Insurance Protection. Our firm has been dedicated to providing these services for over 24 years.
If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you can work closely with us, feel comfortable, and trust us to be your advisers. Together we will see your financial plan unfold and guide you to pursue your needs for protection, college savings, pre-retirement, and retirement well being.
We appreciate your interest in Comprehensive Strategies and sincerely look forward to serving you.
Acknowledged by: Comprehensive Strategies
Kip St. Germaine, the son of our clients, Betty and Butch St. Germaine, is an Olympian in Sled Hockey for Team USA.
Kip broke is back in a construction accident in his early twenties.He is now 44 years old.We displayed several DVD's of him and his USA Sled Hockey Team, his Team Shirt and his two gold medals and one bronze medal at our holiday gathering last December.
We are truly inspired by Kip and his ability to play this sport so well and enjoy it so much. Good Luck Kip, you're accomplishments are extraordinary.
His Accomplishments and Awards
Year-End Planning Can Take the Bite Out of Future Tax Bills: There's a reason to put tax planning high on your to-do list this year: The Bush tax cuts are set to expire at the end of 2010...
This communication is strictly intended for individuals residing in the states of
AZ,CT,FL,IL,IN,MA,MD,NC,NH,NJ,NY,PA,RI,SC,VT.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and Advisory Services offered through Commonwealth Financial Network®,
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