During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Planning for tomorrow starts today! With our life insurance and financial planning services, you can: - **Protect Your Loved Ones - **Grow Your Wealth - **Achieve Peace of Mind
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At Comprehensive Financial Services (CFS), we have been helping to improve our clients financial health for several decades. Our professional team of financial advocates design customized financial plans and provide ongoing personal consultation and management critical to the financial growth and well-being of individuals, families and businesses. CFS services help our clients to achieve short-term, intermediate and long-term goals, including: Wealth accumulation Income Tax planning (not tax preparers) Financially secure retirement Asset protection Estate tax reduction Financial stability
Financial Security and Freedom Begins With a Trusted Adviser and a Clear Financial Plan. CFP® Certified Financial Planner. Over 30 Years experience in Investment Management and Financial Advisory. We are a Fee-Only Adviser, we do not charge commissions. Expert management of Private Portfolios, 401K Plans, IRAs, Rollovers, and Retirement Assets. Comprehensive Financial Planning; . Client Assets held at Fidelity Investments. We also offer Business advisory services. Before making any investment or transaction, make sure to get a full disclosure of vital information. Please Note: Certain regulatory agencies governing Registered Investment Advisers may routinely monitor testimonials about this business. Kensington A.M.I. LLC cannot prevent the public from posting positive or negative comments on this or other sites. Specializing in Financial Planning and Prudent Management of Financial Portfolios for Private Holdings Clients, Business Owners, Medical and Dental Professionals and Retirement Plan Investors, Kensington A.M.I. offers clients a generation of financial planning knowledge, expert investment management and economic insight. For more than 25 years, Kensington A.M.I. LLC Founder and Chief Investment Officer Benjamin Lupu CFP® has served selected private investors, business owners and pension plan clients with careful attention to prudence, risk control and positive client experience.
