Comprehensive Wealth Mgt

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0.0000 stars - based on 0 reviews
4100 194th St Sw Ste 205 Ste 205 Lynnwood, Washington 98036
(425) 778-6160
 
 

About

Comprehensive Wealth Mgt is located at the address 4100 194th St Sw Ste 205 in Lynnwood, Washington 98036. They can be contacted via phone at (425) 778-6160 for pricing, hours and directions. Comprehensive Wealth Mgt specializes in Strategic Planning, Automobiles, Homes.

Comprehensive Wealth Mgt has an annual sales volume of 1M – 1,999,999. .For more information contact Kris Muhlestein, Director of Business Development or go to www.comprehensivewealth.com

Comprehensive Wealth Mgt provides Assessments, Rollovers, Consultations to it's customers. For maps and directions to Comprehensive Wealth Mgt view the map to the right. For reviews of Comprehensive Wealth Mgt see below.

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Business Features

PRODUCTS

  • Student Loans , Business Continuation Plans , Home Equity Loans , Retirement Plans , IRA Accounts , Improvement Loans , Money Markets , Equity Loans , Real Estate Loans , Self-Employed Policies

SERVICES

  • Debt Consolidation , Investment Planning , Direct Debit , Assessments , Consultations , Rollovers , ATM Services , Deposit Services , Estate Planning , Home Banking

SPECIALTIES

  • Homes , Land , Accident , Strategic Planning , Automobiles
 
Information

CONTACT INFORMATION

Phone: (425) 778-6160

Website: www.comprehensivewealth.com

ADDITIONAL INFORMATION:

Employee Size: 5 To 9

Exact Employee Count: 8

Exact Sales Volume: 750000

Location Type: Single Location

Sales Volume: 1M – 1,999,999

CATEGORIES:

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Key Contacts
    • Kris Muhlestein
    • DIRECTOR OF BUSINESS DEVELOPMENT
    • Phone: (425) 778-6160
     
    • Brian J. Lockett
    • WEALTH MANAGER
    • Phone: (425) 778-6160
     
    • Shilo Lockett
    • CHIEF OPERATING OFFICER
    • Phone: (425) 778-6160
     
    • Christina Ybarra
    • DIRECTOR OF FINANCIAL PLANNING
    • Phone: (425) 778-6160
     
    • Laurie Holderman
    • OFFICE MANAGER ACCOUNTING
    • Phone: (425) 778-6160
     
    • Linda Mccormack
    • EXECUTIVE ASSISTANT
    • Phone: (425) 778-6160
     
    • Alan Dillan
    • TRADE MANAGER
    • Phone: (425) 778-6160
     
    • Gary Arford
    • Phone: (425) 778-6160
     
    • Morgan Arford
    • INVESTMENT STRATEGIST
    • Phone: (425) 778-6160
     
    • Judy Stuart
    • EXECUTIVE DIRECTOR
    • Phone: (425) 778-6160
     
    • Sue Thorning
    • SENIOR ACCOUNT ADMINISTRATOR
    • Phone: (425) 778-6160
     
    • Shilo Arford
    • MARKETING MANAGER
    • Phone: (425) 778-6160
     
    • Alexandra Muhlestein
    • CLIENT SERVICE ADMINISTRATOR
    • Phone: (425) 778-6160