4100 194th St SW, Suite 205 Lynnwood, WA 98036
phone (425) 778-6160 (800) 268-2440 fax (425) 778-8896
e-mail
General Questions: Info@ComprehensiveWealth.com
Check Requests: CheckRequests@ComprehensiveWealth.com
This e-mail address is intended for clients to request checks and wire transfers from their investment accounts. Please allow 7-10 business days for your check to arrive.
Tax Questions: TaxInfo@ComprehensiveWealth.com
This e-mail address is intended for general tax questions and information. As we may need to conduct additional research to accurately answer all questions, please allow 3 business days to receive a response.
CWM is not licensed to provide specific accounting, tax, or legal advice nor will it prepare any accounting, tax preparation, or legal documents for clients. Clients are urged to work closely with his / her attorney, CPA or accountant, and any other professionals deemed necessary.
Questions about online account access: Marford@ComprehensiveWealth.com
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