3 Best Financial Services in Tacoma, WA

“Penny Lane Financial is a locally owned financial consultant in Tacoma, Washington. Jeff Pickering established the firm in 2014. The firm's 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. They provide sound and innovative investment, retirement, estate planning, and lending strategies. By getting to know you and putting your dreams and aspirations first, they can focus on providing the best techniques and ideas for your particular goals. They are your allies, ready to help you make informed decisions and wise investments to better your life. They provide free consultation to their clients.”

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“Puget Sound Financial Strategies is an independent financial consultant in Tacoma, Washington. Eric Lansford is the president of the firm. He learned how to make wise financial decisions with finite resources. As a young boy, he had many part-time jobs and learned how to budget for the things he wanted in life. At Puget Sound Financial Strategies, the team takes the time to know who you are and what you want. They will spend several meetings discovering your needs, goals, and wants regarding financial requirements. They strive to comprehend their clients' short and long-term goals, current situation, and risk tolerance. Their process is designed to optimize a client's return net of taxes by managing these factors.”

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“David Cook is the branch manager and financial advisor at Ameriprise in Tacoma, Washington. He completed his Master of Business Administration at Grand Canyon University and holds FINRA Series 7, 66, and 24 licenses and Washington State Life and Health Insurance licenses. David Cook and his team are dedicated to understanding and meeting each generation's unique financial goals. They specialize in crafting personalized financial strategies that resonate with the varied aspirations of younger and older family members. They also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. The team is ready to assist with a tailored, multi-generational financial planning experience. They document your goals, meet regularly to review your progress and update your approach as life changes.”

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