Comprehensive Wealth Management

Closed
yelp logo

(2)

Call
Website

Photos

3500 188th St SW Ste 102
Lynnwood, WA 98037
+1 (425) 778-6160
http://www.cwmnw.com
Located in Lynnwood, Wash., Comprehensive Wealth Management, LLC is a financial planning and investment management firm. It specializes in allocating, protecting, and leveraging assets for executives, professionals and small business owners. The company offers a broad range of services, such as budgeting, estate planning, portfolio management, option strategies, college funding, profit sharing, succession planning and elder issues, among others. The company is a member of the Bellevue Arts Museum (BAM), South Snohomish County Chamber of Commerce, BYU Management Society and Sno-King Youth Club.

Also at this address

Reviews

yelp logo
3.02 reviews
Photo of fred l.
fred l.
12/30/2020

Incredible group, they've been fantastic to work with over the past several years. Very personal approach, commitment to the success of their clients.

Read more on Yelp
Photo of David L.
David L.
9/21/2012

These guys were an absolute nightmare. I started with $462K in April 2006 (yes, I know baaaaaad timing) and finally left them in March 2012 with only $353K. I paid them aprox. $40K in advisory...

Read more on Yelp
Own this business?
See a problem?

You might also like

Charles Schwab
Security brokers and dealers, Taxation, Financial consultant

Charles Schwab

3
"Every time i have interacted with Schwab the courtesy, professionalism and service has been superb. Although I rarely have occasion to visit the office in-person, when I do everyone is friendly,..."
photo of William B.
Charles Schwab
Security brokers and dealers, Taxation, Financial consultant

Charles Schwab

2
"They have since updated the door. They installed new doors that close slowly and don't slam on your hip bone. Thanks, Bella Botega Charles Schwab!"
Quinn & Associates - Ameriprise Financial Services, LLC
Business services, nec, nec

Quinn & Associates - Ameriprise Financial Services, LLC

At Quinn & Associates, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Redmond, WA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
United States›Washington›Lynnwood›Comprehensive Wealth Management

Partial Data by Infogroup (c) 2025. All rights reserved.