Comprehensive Planning, Inc. Information

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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.

Website	https://www.compreplan.com
Revenue	$6.3 million
Employees	13 (0 on RocketReach)
Founded	1981
Address	1301 W Long Lake Rd, Troy, Michigan 48098, US
Phone	+1 248-457-2312
Fax	(248) 267-8530
Technologies	JavaScript , HTML , PHP +15 more (view full list)
Industry	Insurance
Web Rank	34 Million
Keywords	Insurance Solutions, Financial Planning, Insurance Products, Comprehensive Planning, Advisor Solutions, Insurance Services, Wealth Management, Risk Management, Financial Services, Investment Planning, Life Insurance, Retirement Planning, Annuities, Asset Protection, Estate Planning, Disability Insurance, Tax Planning, Long-Term Care
Competitors	Mark J. Orr, Nexus Planning Group, Insightful Estate Planning, Pinnacle Planning Associates LLC, Cornerstone Financial Planning, LLC. (view competitors)
SIC	SIC Code 641 Companies, SIC Code 64 Companies
NAICS	NAICS Code 524 Companies, NAICS Code 52 Companies, NAICS Code 5242 Companies, NAICS Code 52421 Companies, NAICS Code 524210 Companies