What sets us apart from the rest? Comprehensive Planning is an essential partner for every advisor looking for insurance solutions for their clients and prospects. We are not simply a source for products, we put your client relationship first. We will guide you through the process each step of the way. From design to delivery, our team is with you to make sure you succeed. Comprehensive Planning, Inc. was founded in 1981 by Edward E. Archey Jr., CLU, ChFC and Deborah J. Gilder, CLU. They transformed a Transamerica branch agency into a multi-carrier brokerage agency that excels in solution based planning. Now in the second generation, Comprehensive Planning is dedicated to supporting our advisors and providing superior service.
View Top Employees from Comprehensive Planning, Inc.Website | https://www.compreplan.com |
Revenue | $8 million |
Employees | 16 (16 on RocketReach) |
Founded | 1981 |
Address | 1301 W Long Lake Rd, Troy, Michigan 48098, US |
Phone | (248) 457-2312 |
Fax | (248) 267-8530 |
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Industry | Insurance |
Web Rank | 34 Million |
Competitors | Agency Services Inc, Allen Marketing Services Inc, Ash Brokerage, First Protective Insurance Group, Inc., Investech Inc |
SIC | SIC Code 64 Companies, SIC Code 641 Companies |
NAICS | NAICS Code 524210 Companies, NAICS Code 5242 Companies, NAICS Code 524 Companies, NAICS Code 52421 Companies, NAICS Code 52 Companies |
Looking for a particular Comprehensive Planning, Inc. employee's phone or email?
The Comprehensive Planning, Inc. annual revenue was $8 million in 2024.
Edward Archey is the CEO of Comprehensive Planning, Inc..
16 people are employed at Comprehensive Planning, Inc..
Comprehensive Planning, Inc. is based in Troy, Michigan.
The NAICS codes for Comprehensive Planning, Inc. are [524210, 5242, 524, 52421, 52].
The SIC codes for Comprehensive Planning, Inc. are [64, 641].