Harbour Pointe Wealth Management

Comprehensive Benefit Services, Inc. is committed to providing you with the professional assistance you need to insure that you maximize the opportunities available to you. We offer access to a full range of individual and corporate benefit plans that are competitive in the industry. Our professionals recognize the importance of fully understanding both your current financial position and your future goals. We have a network of legal and tax professionals that, coupled with state of the art technology, can structure the financial and insurance portfolio for your unique requirements.

W3 Financial Group is an experienced, full-service financial planning and Accounting firm. W3 has been helping people prepare for and successfully retire for over 30 years. When you partner with a full-service financial planning and accounting firm that offers both wealth management and business accounting services, you get access to one team that keeps a finger on the pulse of your complete and clear financial picture. Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to tailor a plan that aligns with your financial goals. We respect existing relationships and welcome the opportunity to complement your current financial strategy.