As a fully registered financial advisor, Al focuses his practice on pre- and post-retirement needs, asset management, and the complex planning process. Along with Joe Sullivan, Al strives to provide clarity and control in mapping out clients' future financial goals. Joining Comprehensive Strategies in 2017, he primarily works with individuals, families, and businesses in the northeast region of the United States.
Specialty Areas
Examining Present Situation
- Employer Benefits Analysis
- Retirement Planning
- College Planning
- Advanced Tax Strategies
- Estate Legacy Planning
- Insurance Analysis and Solutions
- Investment Management
Education
Southern New Hampshire University
- Accounting & Finance