Services

Delegating financial management frees our clients to focus on their own areas of interest and provides them great peace of mind. They feel better knowing they have a sound plan to accomplish their goals, ongoing support for reaching them, and that if something unexpected happens, they have somewhere to turn.

We help our clients with three integrated services:

Financial Planning
A holistic approach to financial goals, taxes, insurance, retirement planning and estate planning, among other areas.

Investments
A disciplined investment process that brings sophisticated risk-controlled investing capabilities to individual portfolios.

Advice
Thoughtful advice from an objective professional who is focused on your individual goals and values, who understands your financial situation inside and out, and who is firmly committed to your success.

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.

Map & Driving Directions

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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