Plan for the future

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Financial Management

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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.

It’s a Whole New World
So much has changed in our lives in 2020.  Everyone is feeling stressed.  Here are a few of today’s top stressors.  It’s not a complete list.  What are your top 5 stressors?  And what does it say about our current situation i...
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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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