Comprehensive Financial Benefits in partnership with My Benefits Advisor, is Insurance licensed in nearly all states across our country with nine customer service and operations offices spanning from New York to California. We provide convenience for our clients with employees in multi-state locations.
We provide strategies around contributions, voluntary offerings, and employee communications as an integral part of the process to make sure employers satisfy all their legal obligations around Healthcare Reform and ERISA. We have on staff Licensed Insurance & Investment Specialists, ERISA Attorneys and Human Resource Professionals that will coordinate a successful employee benefits program for our clients that will best service the needs of their employees while keeping an eye on the bottom line.
Our Core Values
Principled
We believe in the golden rule: client first. We always seek to exceed needs, goals, and expectations.
Visionary
We see the BIG picture. We use a holistic approach to analyze clients needs and provide robust strategies.
Compassionate
We Care. We’re passionate about being of service to others.
Receptive
We Listen, We Adapt, We Grow. We give independent advice based on your needs, not products or quotas.
Knowledgable
We are constantly learning and sharing. We strive to be at the forefront of our industry as advisors.
MEET OUR TEAM
Our Core Values inspire us, motivate us, and drive us to be the best we can be as human beings, team members, professionals, and advisors to our clients.