Insights

Niche Independent Independent financial services firm offering insurance, investments, and tax preparation with a small team, presenting a potential opportunity to introduce scalable back-office and practice management solutions tailored for small advisory practices.

Regulatory Reach Securities and advisory services are provided through a larger broker-dealer and RIA network (Cetera Advisor Networks), indicating potential for partnerships around compliance tooling, custodial integrations, and sales enablement that complements network offerings.

Technology Enablement Lack of visible tech footprint suggests opportunity to offer digital client onboarding, CRM, data analytics, and cybersecurity solutions to improve efficiency and client experience for a near-zero to low headcount operation.

Revenue Scale Revenue under $1M with extremely small team implies high responsiveness to scalable, low-cost SaaS and outsourcing services, including marketing automation, client acquisition, and back-office processing support.

Cross-Sell Potential Breadth of services (insurance, investments, tax) creates opportunities for bundled solutions and cross-sell strategies with insurance and tax tech partners, plus advisory product enhancements through Cetera ecosystem.

Similar companies to Comprehensive Financial Strategies LLC

Comprehensive Financial Strategies LLC's Email Address Formats

Comprehensive Financial Strategies LLC uses at least 1 email format:
Comprehensive Financial Strategies LLC Email FormatsExamplePercentage
First@cfsnj.comJohn@cfsnj.com
100%

Frequently Asked Questions

What is Comprehensive Financial Strategies LLC's phone number?

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You can contact Comprehensive Financial Strategies LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Comprehensive Financial Strategies LLC's official website and social media links?

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Comprehensive Financial Strategies LLC's official website is cfsnj.com and has social profiles on LinkedIn.

How much revenue does Comprehensive Financial Strategies LLC generate?

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As of September 2026, Comprehensive Financial Strategies LLC's annual revenue is estimated to be <$1M.

What is Comprehensive Financial Strategies LLC's SIC code and NAICS code?

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Comprehensive Financial Strategies LLC's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does Comprehensive Financial Strategies LLC have currently?

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As of September 2026, Comprehensive Financial Strategies LLC has approximately 1 employees across 1 continents, including North America. Key team members include Vice President And General Manager Biocompare And Pharmacompare: J. B., Staff Accountant: C. K. and Accountant: A. C. Explore Comprehensive Financial Strategies LLC's employee directory with LeadIQ.

What industry does Comprehensive Financial Strategies LLC belong to?

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Comprehensive Financial Strategies LLC operates in the Financial Services industry.

What is Comprehensive Financial Strategies LLC's email format?

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Comprehensive Financial Strategies LLC's email format typically follows the pattern of First@cfsnj.com. Find more Comprehensive Financial Strategies LLC email formats with LeadIQ.

When was Comprehensive Financial Strategies LLC founded?

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Comprehensive Financial Strategies LLC was founded in 2009.
Comprehensive Financial Strategies LLC logo

Comprehensive Financial Strategies LLC

Financial ServicesNew Jersey, United States0-1 Employees

Comprehensive Financial Strategies LLC operates as an independent financial services agency based in North Brunswick, New Jersey. It provides a broad range of services that encompass insurance, investment products, and tax preparation, with securities and advisory services offered through Cetera Advisor Networks LLC, a registered broker-dealer and investment advisor. The firm positions itself within the financial services industry by offering a holistic set of financial solutions through an affiliated network, while noting that tax services are provided separately from Cetera. Its target market appears to be individuals seeking integrated financial planning and support across protection, growth, and tax-related needs, and the company serves this audience from its New Jersey location. The description indicates a small, locally based operation with a focus on delivering comprehensive financial guidance through its independent agency model. A recent development note is not provided beyond the arrangement with Cetera Advisor Networks LLC for securities and advisory services. } }{ }} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
Website
cfsnj.com
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Comprehensive Financial Strategies LLC's revenue is estimated to be in the range of <$1M

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