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Complete Financial Solutions Inc.

CFSUAsset ManagementCleveland, United States

Complete Financial Solutions, Inc. operates as a U.S.-based financial services firm, conducting its diverse operations through various subsidiaries. The company offers a comprehensive suite of mortgage services, overseeing the origination, processing, closing, and funding of applications. Beyond mortgages, it extends its offerings to include protection products for its mortgage clientele, alongside accounting and tax preparation services tailored for small businesses. Additionally, it provides a range of banking, legal, and credit solutions. Its portfolio also encompasses annuities and various insurance products, such as life, long-term care, and dental coverage. Initially established in 2003 as MortgageZone Inc., the company underwent a corporate reorganization, leading to its renaming as Complete Financial Solutions, Inc. in October 2006. The firm's main offices are situated in Spokane, Washington.

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Complete Financial Solutions Inc. at a glance

Complete Financial Solutions Inc. is an asset management company headquartered in Cleveland, United States. It is publicly listed (CFSU) with a market capitalisation of $100.8M. Xcout tracks 9 named people at Complete Financial Solutions Inc., including Allen C. Ringer (Chairman & Chief Executive Officer).

Industry
Asset Management
Headquarters
Cleveland, United States
Market cap
$100.8M
Employees
0
Ticker
CFSU

Complete Financial Solutions Inc. leadership

  • Allen C. RingerChairman & Chief Executive Officer
  • Jeff GabrelcikChief Executive Officer
  • Richard SanfordChief Operating Officer & Chief Executive Officer of Complete Aerospace Solutions
  • Bryan GortChief Compliance Officer
  • Abe ArnousExecutive Officer
  • Jeff GabrelcikExecutive Officer

3 more named people on record for Complete Financial Solutions Inc., with roles, board committees and tenure — see the full roster →

Complete Financial Solutions Inc. competitors

A few of Complete Financial Solutions Inc.'s closest competitors — see the full list of competitors and alternatives →

CB Financial Services, Inc.CBFV · BankingCarmichaels, United States
67% matchPublic

CB Financial Services, Inc. functions as the parent company for Community Bank, delivering a broad spectrum of banking solutions and financial services to individuals and businesses. Its operational footprint spans southwestern Pennsylvania, West Virginia, and Ohio. The bank's core deposit offerings include checking accounts (comprising both demand and NOW accounts), money market accounts, savings accounts, and various time deposit products. A comprehensive suite of loan products is also provided. For residential borrowers, this includes real estate financing such as mortgages for single- to four-family homes, home equity installment loans, and home equity lines of credit. Commercial real estate loans are offered, typically secured by developed properties like retail centers, office buildings, and other non-residential structures. Construction financing is available for both individual residential dwellings and commercial projects, ranging from hotels and apartment buildings to housing developments and owner-occupied business properties. Furthermore, the institution extends commercial and industrial loans and lines of credit, alongside diverse consumer loans like indirect auto financing, secured and unsecured personal loans, and credit lines. Beyond traditional banking, CB Financial Services also operates an insurance agency, providing a variety of products such as property and casualty coverage, commercial liability policies, surety bonds, and other related services. Its physical presence comprises a main office and 13 branch locations distributed across Greene, Allegheny, Washington, Fayette, and Westmoreland counties in southwestern Pennsylvania; Marshall and Ohio counties in West Virginia; and Belmont County in Ohio. An additional loan production office is located in Allegheny County. Founded in 1901, the company's corporate headquarters are situated in Carmichaels, Pennsylvania.

Market cap$191.7M
Employees159
CB Financial Services, Inc. competitors & alternatives →
Security National Financial CorporationSNFCA · InsuranceSalt Lake City, United States
64% matchPublic

Security National Financial Corporation (SNFC) operates across three distinct sectors: life insurance, cemetery and mortuary services, and mortgage lending. Its Life Insurance division provides a comprehensive suite of products, encompassing various forms of life insurance – such as funeral pre-planning and interest-sensitive policies – alongside traditional life, accident, and health coverage. The segment also offers diverse annuity products, including single premium, flexible premium deferred, and immediate annuities, as well as specialized diver's accident protection. To manage its financial exposure, this division participates in reinsurance activities, both assuming and ceding risks with approved third-party reinsurers. The Cemetery and Mortuary segment manages a network of facilities, with fifteen mortuaries and seven cemeteries strategically located across Utah (eleven mortuaries, five cemeteries), California (one cemetery), and New Mexico (four mortuaries, one cemetery). Beyond operating these sites, it supplies a range of funeral and burial merchandise, including interment plots, vaults, mausoleum crypts, grave markers, caskets, and urns. Additionally, the segment delivers essential professional services such as funeral direction, grave preparation, access to chapels and viewing rooms, and specialized transportation. Through its Mortgages division, SNFC originates and underwrites loans for both residential and commercial properties. These financial services support new construction, the purchase of existing homes, and various other real estate endeavors, primarily within the states of Florida, Nevada, Texas, and Utah. The segment extends its residential lending solutions to a broad clientele, including real estate professionals like brokers and builders, as well as directly to individual consumers. Established in 1965, Security National Financial Corporation maintains its corporate headquarters in Salt Lake City, Utah.

Market cap$239.1M
Employees1,186
Security National Financial Corporation competitors & alternatives →

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More on Complete Financial Solutions Inc. in Xcout Intel

  • 9 named people with titles, LinkedIn and board committees
  • The full competitor set, tracking, exports and API access
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