Complete Financial Group, Inc Employee Directory

Financial ServicesTexas, United States2-10 Employees

Complete Financial Group is an independent insurance agency serving Texans for over 15 years. We are unique because we can handle our clients' personal insurance, business insurance and financial needs all in one location. Our philosophy is simple: we truly care about our clients and have the heart of a teacher. 

We take the time to actively listen to and learn about our customers' circumstances, identify their needs, and develop a comprehensive insurance package.

Securities offered through J.W. Cole Financial, Inc. (JWC)Member FINRA/SIPC (www.finra.org and www.sipc.org respectively). Advisory services offered through J.W. Cole Advisors, Inc (JWCA). Complete Financial Group, Inc. is not affiliated with JWC/JWCA. This website should not be seen as an offer to buy or a solicitation to sell securities.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.

Find Complete Financial Group, Inc employees' phone numbers or email addresses

Complete Financial Group, Inc Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Africa
1

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  • South Africa
    1

Complete Financial Group, Inc's Leadership

  • Stylized image of a person
    J. D.
    President
    Phone icon
  • Stylized image of a person
    C. D.
    Co-Founder
    Phone icon
  • Stylized image of a person
    L. M.
    Account Manager
    Phone icon
  • Stylized image of a person
    J. S.
    Manager Agency
    Phone icon
  • Stylized image of a person
    J. R.
    Investment Relationship Manager
    Phone icon
  • Stylized image of a person
    S. S.
    Office Manager
    Phone icon

Complete Financial Group, Inc Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Community & Social Services
  • Sales
  • Accounting
  • Other

Contact profiles from Complete Financial Group, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. D.
    Co-Founder
    Phone icon
    Apr 23, 2025
  • Stylized image of a person
    J. D.
    President
    Phone icon
    United StatesTexas
    Aug 22, 2024
  • Stylized image of a person
    L. M.
    Account Manager
    Phone icon
    United StatesTexas
    Nov 17, 2025
  • Stylized image of a person
    J. S.
    Manager Agency
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    J. R.
    Investment Relationship Manager
    Phone icon
    United StatesTexas
    Jun 25, 2025
  • Stylized image of a person
    S. S.
    Office Manager
    Phone icon
    United StatesNorth Dakota
    Oct 22, 2024

Frequently Asked Questions

What is Complete Financial Group, Inc known for?

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Complete Financial Group, Inc was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1808 Cornell Lane, Suite 140; you can contact the main corporate office by phone at . Explore Complete Financial Group, Inc's company overview page for more information.

What is Complete Financial Group, Inc's most common email format?

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Complete Financial Group, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Complete Financial Group, Inc email formats with LeadIQ.

How many employees does Complete Financial Group, Inc have currently?

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Complete Financial Group, Inc has approximately 4 employees as of January 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Complete Financial Group, Inc's key employees and leadership?

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As of January 2026, Complete Financial Group, Inc's key employees include:

  • President: J. D.
  • Co-Founder: C. D.
  • Account Manager: L. M.
  • Manager Agency: J. S.
  • Investment Relationship Manager: J. R.

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