Plan for the future

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Invest

Financial Management

Retirement Planning

Saving

Welcome to Our Home Page!

William R. Neubauer, MBA®
Certified Financial PlannerTM
NAPFA-Registered Financial Advisor

We are proud to be named One of America's Premier Strategists for Braving Volatile Markets

Worth Magazine has named William Neubauer, MBA®, CFP®, and principal of Comprehensive Money Management, one of America's Top Wealth Advisors for the third consecutive year.

"Bill is a member of an exclusive group of professionals who represent the very finest that the wealth management profession has to offer", said Dwight Cass, Editor-in-Chief.

Please click on the links above to learn more about how we can help you better manage your money.

Happy Independence Day
Happy Independence Day
Perhaps you’ve heard…  The first six months of 2022 was the worst yearly start for the US stock and bond markets for any period since 1970.  Most investors are down more than 20%.  Investors with concentrations in high-flying tech stoc...
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Special Report

 
 
 

Investment Updates

Planning Briefs

Brokers vs. Advisors

Fiduciary Standard

Contact Info

Comprehensive Money Management Services LLC
535 Vilabella Avenue
Coral Gables, FL 33146
Phone 305-662-7757
Fax 305-402-8409
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Disclosures

Comprehensive Money Management Services LLC (“CMMS”) is a Registered Investment Adviser located in Coral Gables, Florida. The firm is registered with the State of Florida Office of Financial Regulation. CMMS and its representatives are in compliance with the current filing requirements imposed upon Florida-registered investment advisers and by those states in which CMMS maintains clients.

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