Comprehensive Financial Consultants
Our clients are our most important asset, and are treated like family. The relationships created in planning meetings extend beyond the conference room and your primary financial consultant to every team professional at Comprehensive Financial Consultants. When you call the office you will be greeted by someone who recognizes your name and will help you find answers to your questions. If your financial consultant is unavailable, our team professionals will help you in a timely, friendly manner. Securities offered through J.W. Cole Financial, Inc.(JWC), Member FINRA/SIPC Advisory Services offered through J.W. Cole Advisors, Inc.(JWCA) and/or Comprehensive Financial Consultants Institutional, Inc (CFCI). Comprehensive Financial Consultants and CFCI/JWC/JWCA are unaffiliated entities.
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Verified contacts
17
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- JI
Jim Inman
Marketing Director · Advertising & Marketing
EmailPhone - DH
David Hays
President and Lead Consultant · General Business & Management
EmailPhone - JN
Josh Norris
Investment Advisor · Finance & Accounting
EmailPhone - WT
Wayne Thacker
Retirement Advisor · Finance & Accounting
EmailPhone - TH
Tyler Holloway
Portfolio Manager · Finance & Accounting
EmailPhone - CD
Catherine Danton
Financial Assistant · Finance & Accounting
EmailPhone - KL
Kevin Laird
Sr Paraplanner · Finance & Accounting
EmailPhone - OW
Olivia Westermeier
Client Service Specialist · Customer/Client Service
EmailPhone - ME
Mallory Evans
Marketing Assistant at Comprehensive Financial Consultants · Other
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Comprehensive Financial Consultants
16 distinct titles indexed · top 10 shown.
- 1administrative assistant
- 1airlines/aviation professional
- 1client relationship manager
- 1client service specialist
- 1client services & reception
- 1conseillère clientèle
- 1financial assistant
- 1financial planning consultant
- 1investment advisor
- 1marketing assistant at comprehensive financial consultants
- +6more titles
Sign up to unlock all 17 contacts at Comprehensive Financial Consultants
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