Comprehensive Planning Corporation - Kokomo, Indiana

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Comprehensive Planning Corporation: A Trusted Financial Planning Partner

Comprehensive Planning Corporation is a respected financial planning firm dedicated to helping individuals and families achieve their long-term financial goals. Located at 3806 Southland Ave, Kokomo, IN 46902, and reachable at Phone: 658658999, the company has established itself as a reliable resource within the Kokomo area and beyond. Their website, Website: cpckokomo.com, offers valuable information for prospective clients.

Specialties and Services

The core specialty of Comprehensive Planning Corporation lies in financial planning. They provide a comprehensive suite of services tailored to meet diverse needs, including retirement planning, investment management, estate planning, and insurance analysis. They take a holistic approach, considering all facets of a client’s financial situation to develop strategies that align with their specific aspirations. It’s clear that they prioritize understanding a client’s individual circumstances and tailoring solutions accordingly.

Location and Accessibility

The firm’s physical location at 3806 Southland Ave is easily accessible, featuring a wheelchair accessible entrance and wheelchair accessible parking lot. Furthermore, a wheelchair accessible restroom is available on-site, demonstrating a commitment to inclusivity and accommodating the needs of all clients. The facility itself provides a comfortable and professional environment for consultations.

Client Experience and Recommendations

Comprehensive Planning Corporation highly recommends scheduling appointments to ensure sufficient time for a thorough discussion and detailed plan development. They’ve garnered a strong reputation for client service, evidenced by the 9 reviews on Google My Business with an average opinion of 4.3/5. A key aspect of their approach seems to be a collaborative and thoughtful process, where the financial advisor takes the time to understand the client’s goals and concerns, acting as a balanced advocate for their best interests. There appears to be a focus on clear communication and strategic planning.

Key Features & Considerations

• Online Portal Integration: While the firm has a strong track record, some clients have noted a shift towards an online portal for managing accounts. This move, though intended to streamline processes, has prompted some feedback regarding potential complexity.
• Experienced Professionals: Client testimonials suggest a high level of expertise and a dedication to providing clarity in complex financial matters.
• Personalized Service: The firm’s approach emphasizes customized strategies, moving beyond generic solutions to address unique client circumstances.

Final Recommendation

For individuals and families seeking a knowledgeable and dedicated financial planning partner in the Kokomo area, Comprehensive Planning Corporation presents a compelling option. Their commitment to accessibility, personalized service, and a strong client-focused approach makes them a worthwhile consideration. We encourage anyone interested in securing their financial future to visit their website at cpckokomo.com to schedule a consultation and explore how they can assist you in achieving your financial goals.

👍 Reviews of Comprehensive Planning Corporation

Joel W.

5/5

Andy has a way of approaching the math problems with grace and clarity of purpose and balance. He is willing to make a plan with your goals in mind, and play devil's advocate when needed.

kalen L.

3/5

Haven't had an issue with over the 4 or 5 years I've been with them. Now it's all online through a portal which in my opinion is just making it more complicated than what it was before. Hopefully the online portal gets better.

Dara S.

1/5

I don't know her name but one of the young ladies who works here is really rude and very condescending.

Benjamin B.

5/5

Andy is a very trustworthy, high integrity individual. I've been extremely happy with his service, and would recommend him to anyone.

Bryce G.

5/5

Very personable and informative. He truly has your best interests at heart. I trust him with anything I might need financially.

C P.

5/5

For more complex or individualized portfolios I consider them among the best, even when compared to other regions.

Brian K.

5/5

Troy M.

5/5