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- Investment Management(Stock, Bonds, Mutual Funds, Annuities)
- Wealth Management
- Risk Management Transactions
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To help clients pursue their goals that are defined by our personalized and
objective Financial Advisory Services, Zinman & Company offers sound investment and insurance advice through our sister company,
Comprehensive Financial Professionals, LLC.
Comprehensive applies a client-centric approach that does not emphasize any specific
type of investment or insurance product, but rather customizes their recommendations
around the unique needs of each individual based on factors ranging from life stage to
risk tolerance.
Comprehensive lives up to its name by helping clients structure, build and track an
investment portfolio among stocks, bonds, mutual funds, and annuities amid other
investments. We also guide clients through the complexities of various risk management
options to make critical decisions among the complex choices for life, personal
liability, disability and long-term care insurance.
The firm has access to an extensive range of quality financial products and services
from which to choose in order to help clients to implement their financial plan.
Comprehensive’s investment professionals receive commissions fro the various product
sponsors selected by each client.
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Specialty Practice Teams