Michael V Kowalick, AGT - Comprehensive Financial Planning
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Comprehensive Financial Planning Inc. is a seasoned independent Registered Investment Advisor based in East Petersburg, PA, with over 40 years of experience in asset management for individuals and retirement plans. The company employs a disciplined approach to asset management, focusing on customizing investment portfolios that align with clients' specific financial objectives and risk tolerances.
In addition to individual investment strategies, Comprehensive Financial Planning Inc. collaborates closely with plan trustees to establish and maintain appropriate investment options for various retirement plans, including 401(k)s and Profit Sharing Plans. Their goal is to ensure that both corporate clients and employees benefit from retirement plans that effectively meet their business and personal objectives.
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