Comprehensive Financial Consultants

Q: What is Comprehensive Financial Consultants's company size?

Comprehensive financial consultants has 11 - 50 people working.

Financial Services

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

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

Contact Information

Bloomington , Indiana , United States

cfc@cfci.us

cfci.us

Comprehensive Financial Consultants Org Chart

Employees

Total Employees:
16

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others12

Employees Working At Comprehensive Financial Consultants

Christian McGill

Financial Planning Consultant

Amanda Rempe

Client Relationship Manager

Josh Norris

Investment Advisor

Ryan Belcher

Financial Consultant

Wayne Thacker

Retirement Advisor

Comprehensive Financial Consultants Email Formats

Structure	Email Format
<first>@	John@luxchiropractic.com
<first>_<last>@	John_Smith@luxchiropractic.com

Buyer Intent

Pain Points	Locations	Technologies
CRM Implementation	Bloomington, IN	communication, basic, financial, compliance, scheduling, risk, data management, operations, client service
Compliance	Bloomington, IN	communication, basic, financial, compliance, scheduling, risk, data management, operations, client service
Digital Transformation	Bloomington, IN	communication, basic, financial, compliance, scheduling, risk, data management, operations, client service
Microsoft Technologies	Bloomington, IN	communication, basic, financial, compliance, scheduling, risk, data management, operations, client service
Project Management	Bloomington, IN	communication, basic, financial, compliance, scheduling, risk, data management, operations, client service

Trigger

Tech Stack Used By Comprehensive Financial Consultants

A quick view of products employed by Comprehensive Financial Consultants

Microsoft office

Monday.com

Teamwork

List of technologies used by Comprehensive Financial Consultants

Client service

Collaboration

Communication

Compliance

Data management

Languages Used By Comprehensive Financial Consultants

Basic E

Jobs at Comprehensive Financial Consultants

What is Comprehensive financial consultants's revenue? +

Comprehensive financial consultants's revenue is 11m - 100m

What is Comprehensive financial consultants's company size? +

Comprehensive financial consultants has 11 - 50 employees.

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