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BEST RATED TACOMA, WA FINANCIAL SERVICES

3 Best Financial Services in Tacoma, WA

Expert-recommended Top 3 Financial Services in Tacoma, Washington. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Penny Lane Financial, LLC - Tacoma, WA Financial Services - Portrait
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Best Financial Services in Tacoma WA - Penny Lane Financial, LLC video
8+ YEARS IN TBR
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PENNY LANE FINANCIAL, LLC

(4.8 Score)
1804 West Union Avenue, Suite 202,
Tacoma, WA 98405 Directions

Since 2014

Specialty:

✓Income Planning ✓Strategic Planning ✓Estate Planning ✓Annuity Options ✓Long-term Care ✓Life Insurance ✓Auto Insurance ✓Umbrella Insurance ✓Home Insurance ✓Social Security Strategies ✓Accounting ✓Tax Strategies ✓Retirement Planning ✓Tax Planning ✓Asset Protection Strategies ✓Charitable Giving Plans ✓Estate Tax Minimization

"Penny Lane Financial, LLC is led by Jeff Pickering, who has quickly become a trusted destination for comprehensive financial solutions. Their primary objective is to simplify their clients' lives by offering a convenient one-stop shop for all their financial needs. They specialize in providing expert guidance and innovative strategies for successful outcomes and peace of mind. At Penny Lane Financial, LLC, they foster a culture of engagement where their team members are deeply committed to their work. They prioritize building meaningful relationships with their customers and partners, ensuring that they bring value and a sense of camaraderie to their work environment. Penny Lane Financial, LLC offers essential financial services, and their goal is to make your life easier by bringing all your financial needs under one roof, simplifying the way you manage your finances.

2026 Highlights: Penny Lane Financial, LLC ensures a secure future with strategic products and services, while they assist you in navigating options, ensuring a comfortable and worry-free retirement, so you can enjoy the later stages of your life."

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License #294795

Contact:

(253) 327-1177

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Equal Path Investments - Tacoma, WA Financial Services - Company Logo
Best Financial Services in Tacoma WA - Equal Path Investments video
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EQUAL PATH INVESTMENTS

(4.7 Score)
539 Broadway, Suite J1,
Tacoma, WA 98402 Directions

Since 2023

Specialty:

✓Financial Planning ✓Tax Strategy ✓Healthcare and Longevity Planning ✓Retirement Income Planning ✓Social Security Optimization ✓Values-Aligned Investing ✓Investment Management ✓Legacy Planning

“2026 Highlights: Equal Path Investments offers deep respect and honors every client's unique journey and choices, meticulously crafting financial plans that mirror individual values and aspirations. They believe that clarity in fees is foundational. Equal Path Investments was founded by Carlie Ransom, CFP®, AIF®, and Danielle DaChar Hines, Maj. JD/LL.M. Carlie brings more than a decade of experience helping clients navigate retirement, investing, tax strategy, and major life transitions. Danielle contributes extensive experience in law, business, and community leadership. Their transparent, flat-fee approach helps clients understand exactly what they are paying for, without hidden costs. Their mission is to help clients align their finances with their values so they can build lives of greater purpose, security, and impact.”

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License CRD #329289

Price:

Comprehensive Financial Planning With Integrated Investment Management Per Year
From $6,000
Upto $12,000
Project-Based Financial Planning Per Project
From $4,000
Upto $8,000

Contact:

(253) 254-8354

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Kimball Creek Partners - Tacoma, WA Financial Services - Portrait
Kimball Creek Partners - Tacoma, WA Financial Services - Office Interior Image
Kimball Creek Partners - Tacoma, WA Financial Services - Company Logo
Best Financial Services in Tacoma WA - Kimball Creek Partners video
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KIMBALL CREEK PARTNERS

(4.7 Score)
917 Pacific Avenue, Suite 407,
Tacoma, WA 98402 Directions

Since 2013

Specialty:

✓Investment Management ✓Financial Planning ✓Retirement Planning ✓Tax Planning ✓Estate and Legacy Planning ✓Education Planning ✓Charitable Giving

“2026 Highlights: Kimball Creek Partners helps clients achieve their financial goals with confidence and clarity. Dean Bennion is the Managing Partner and Co-Founder of Kimball Creek Partners. He completed his Bachelor of Arts (B.A.) Degree in Finance from the University of Washington. He is a Certrified Financial Planner™ professional and has over 37 years of experience as a financial advisor. Kimball Creek Partners focusing on lasting and meaningful results while understanding that risk includes more than just changes in the market. Their team of financial professionals guiding you towards a secure financial future. ”

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License CRD #7274738

Contact:

(800) 493-6195

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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PENNY LANE FINANCIAL, LLC REVIEWS

My husband and I worked with this company for a refinance on our home. The process was very smooth and hassle free. They were able to help us get an excellent rate! In addition, another member of their team was able to get us better insurance rates on our homeowners, auto, and motorcycle! Thanks to all who helped us- Michael, Abbie, and Sadie! I will definitely work with them for future needs.

Abbie was a great person to work with for my insurance needs. She went above and beyond to help explain and answer all my questions while also getting me a great deal. Very impressed by the professionalism, quick response, and customer care. Would recommend them to friends and family.

They have a great team. They helped me with a refinance and communication was clear and frequent from start to finish. Very pleased with my experience overall.

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EQUAL PATH INVESTMENTS REVIEWS

I had the pleasure of working with Carlie for financial planning. She was instrumental to help me identify long-term financial goals and diversify my portfolio. She has vast knowledge and takes the time to teach and explain information in a way that is understandable to a novice like me. She also has great communication and always promptly followed through with any action items. Carlie truly set me up for success! I highly recommend her to everyone, she will have your best interest at heart. Thank you Carlie.

Working with Carlie for help with my financial planning was a fantastic experience. I began working with Carlie after finishing graduate school, and I had very limited knowledge of saving, investing, insurance, and other related topics. Carlie was very knowledgeable and broke things down in a way that I could understand. She worked to understand my values to determine the best financial strategy for me. She was consistently responsive to my questions, no matter how basic or complicated. I would highly recommend working with Carlie.

Carlie Ransom was instrumental in our family’s financial planning. She truly took the time to listen to our goals and helped develop and individualized plan. She was always timely and available for questions in between meetings. She truly cared about our family and personal growth. I would highly recommend her to anyone.

KIMBALL CREEK PARTNERS REVIEWS

I highly recommend Kimball Creek Partners for financial planning. I’ve been working with Brock Bennion, who is incredibly knowledgeable and is excellent at explaining complex investment and management concepts in a digestible way. He truly takes the time to listen, understand and aligns his planning with your specific goals and needs in mind. If you’re looking for someone who prioritizes financial wellness, Brock is your guy.

I had a great experience meeting with Brock Bennion. He was incredibly well-informed and took the time to explain everything in a way that actually made sense to my non-numbers brain. He answered all my questions without ever making me feel rushed, never tried to sell me on any kind of plan/service, and set my mind at ease. I highly recommend Brock Bennion and look forward to working with him in the future.

Kimball Creek Partners has managed my family’s investments with professionalism and care for decades. Their integrity and consistency have made financial decisions much easier during big life transitions and I’m grateful for their wise stewardship.

TBR® Inspection Score Report

PENNY LANE FINANCIAL, LLC Total Inspection Points: 114/120
Acknowledgments: 8
Experience: 8
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

EQUAL PATH INVESTMENTS Total Inspection Points: 113/120
Experience: 7
Business Images: 8
Complete Info: 8
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

KIMBALL CREEK PARTNERS Total Inspection Points: 112/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Experience: 8
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Video: 10
Website Source: 10
Website Standard: 10