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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

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