Comprehensive Wealth Management, LLC Overview
- Headquarters
- 3500 188th Street Sw
- Phone Number
- Available in AeroLeads
- Website
- cwmnw.com
- Industry
- Financial Services
- Employees
- 15
- Founded
- 2001
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Comprehensive Wealth Management, LLC
Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. Our team of fiduciary professionals assists in the development of realistic goals, and designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement planning. Clients throughout the greater Puget Sound area trust the financial planners from Comprehensive Wealth Management for assistance with portfolio management, estate planning, mutual funds and more. Contact the professionals at CMW today for more information and to begin preparing for your financial future. - - - - - For state licensing information please visit www.cwmnw.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Comprehensive Wealth Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Comprehensive Wealth Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Anna Doll | Client Service Manager | Lynnwood, Washington, United States |
Email
|
| Janice Olson | Comprehensive Wealth Management | Everett, Washington, United States |
Email
|
| Sue Thorning | Sr. Account Administrator | Lynnwood, Washington, United States |
Email
Phone
|
| Kelsey Wingate | Client Experience Manager | Greater Seattle Area, United States |
Email
Phone
|
Employees by Management Level
Manager
2 profiles
Senior / Lead
2 profiles
Individual contributor
2 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 3 | 3 | 2 |
| General | 2 | 2 | 1 |
| Executive | 1 | 1 | 1 |
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