Here’s The Deal: 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.
3 Best Financial Services in Tacoma, WA
Expert recommended Top 3 Financial Services in Tacoma, Washington. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 PENNY LANE FINANCIAL, LLC. REVIEWS
I had an awful car accident experience. I'm grateful so so soo much for Abbey who helped make the repair and waiting process so easy to understand and get through. They also found me the cheapest rate of anyone for my full coverage. This office does a whole lot more than just car insurance and every person I've worked with or spoken to has been an absolute delight!
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.
All about customer service!! If you want people who care and someone you can trust visit Penny Lane. It’s like the old days ????
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![Puget Sound Financial Strategies Tacoma Financial Services Puget Sound Financial Strategies Tacoma Financial Services](https://threebestrated.com/images/PugetSoundFinancialStrategies-Tacoma-WA.jpeg)
Here’s The Deal: 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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TOP 3 PUGET SOUND FINANCIAL STRATEGIES REVIEWS
Eric is definitely in this for the long haul! He started teaching and advising 20 plus years ago! When we were not in any position to invest, I would often tell him there’s no money in it for you we aren’t ready and he would respond with no worries,…some day you will. He was correct and has managed funds for us on many levels to include corporate plans as well. Very happy with this relationship!
My husband and I have been clients for a few years now. Eric and Amy are wonderful people and we appreciate how up front, direct and honest our conversations are with Eric. We never feel pressured to make one move or another, he listens to our questions, concerns and together we forge a path that makes sense for us. We appreciate Eric and Amy and would recommend them without hesitation.
My husband and I have worked with Eric for years. He has been professional with his recommendations and has answered all questions concerning our financial wellbeing. I would definitely recommend using Sound Financial Strategies, Inc.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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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TOP 3 DAVID COOK - AMERIPRISE FINANCIAL SERVICES REVIEWS
David is very knowledgeable and informative. You can feel confident that he will share openly all the information you need to know! It’s obvious that he cares about doing his job with excellence and making sure that anyone he works with is met with that same excellence.
Extremely knowledgeable and professional. Was incredibly patient during conversation. Would highly recommend.
Thank you, David, for your great service to clients! We appreciate it.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.