Comfoltey Financial Services

Strategies for Sound Financial Solutions for Wealth Creation and Preservation

"Wealth management isn't a product. It's the result of a relationship based on trust, integrity, and the quality of advice. Our goal is to become our client's most trusted advisor."   |   Gabrielle Comfoltey

Taking charge of your finances is difficult, but it is absolutely essential!
By taking a long-term view and establishing deep and valued relationships, we are able to help people take charge of their finances through comprehensive and personalized wealth advisory services. We work with highly qualified partners and specialists to provide our clients access to the best insurance, planning, and investment management resources available.
Calculators

Lease Payment

How much would your monthly lease payment be?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

More Newsletters →