Comprehensive Financial

"We have been working with Stan and Comprehensive Financial for over 15 years. During this period, he has aided us in many ways. As business owners, he helped us manage our business’ financial affairs and ultimately guided us through the sale of the company and our successful move into a solid financial retirement. Stan is a trusted advisor and partner. His outstanding team is responsive and thorough. We are confident he will continue to provide the counsel and advice to maintain our strong financial future."

"My husband and I have been working with comprehensive financial for over 10 years. Stan and his team are extremely professional, knowledgeable and experienced. They have not only helped us select the right investment packages for our retirement, they have set up our children’s 529 college plan and helped us select the best investment options for our parents. They are very thoughtful in their approach. They listen to your needs and deliver several options for you to select from. We completely trust them when it comes to selecting and managing the best financial plan for our family."

"Stan Lozinski and the Comprehensive Financial team are the most responsive group of advisors I have worked with in the past decade. They have supported our firm through benefit plan changes, retirement plan conversions, and management changes -- always supportive, competent and efficient -- helping us reach our goals. As an advisor, Stan has a strong ability to shape investment advice to fit the client, whether educating the novice junior hire, or counseling the savvy senior manager. His business counsel to the executive management group on structuring our U.S. benefit offering has been invaluable."

"Stan Lozinski and I have been together now 25+ years. He has always been open and honest, giving the highest quality of direction and advice. As my life has changed through the years, Stan has been responsive to my wants and needs. He listens and attends to what is important to me as to where I invest. For me, socially responsive (SRI, ESG) are where it's at and I could not be happier with his approach to this and understanding that this is how I want my investment portfolio to work and be invested. I have always felt secure with Stan. He has been an anchor during challenging times - steady and consistent in his manner. Overall, he just a great person who I have the utmost respect and trust. I would recommend him in a heart beat to anyone interested in a financial advisor."

"I have worked with Stan for many years. I have found him to be a man of integrity who I trust as much as I would my family. He is interested in my specific life goals and has been very supportive of what is best for me and my individual life circumstances. Stan and his firm are a pleasure to work with and highly responsive to any questions or concerns that arise. I would highly recommend his years of expertise for anyone looking for comprehensive financial planning."