Gig Harbor Financial Planners

in Gig Harbor, WA

101
Financial Planners are
in Gig Harbor

11
Financial Planners in Gig Harbor
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

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Financial Advising reviews in Gig Harbor

A

Rating
I have worked with
Gig Harbor Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Gig Harbor Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Gig Harbor Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Gig Harbor Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Gig Harbor Financial Planners Provider Name Locked
,
Gig Harbor Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Gig Harbor Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Gig Harbor Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Gig Harbor Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Gig Harbor Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Gig Harbor Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Gig Harbor Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Gig Harbor Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Gig Harbor Financial Planners Provider Name Locked
notified me that since
Gig Harbor Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Gig Harbor Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Gig Harbor Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Gig Harbor Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Gig Harbor Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Gig Harbor Financial Planners Provider Name Locked
. (
Gig Harbor Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Gig Harbor Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Gig Harbor Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Gig Harbor Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

All Financial Planners in Gig Harbor, WA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A Street Investments

219 Legion Way SW, Suite 203-B
Olympia

ABBA ACCOUNTING MORTGAGE BNKNG

10603 4TH AVE W
Everett

Accounting Resource USA

9757 NE Juanita Dr
Kirkland

AGP Wealth Management

126 Wells Ave S.
Renton

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl

Alpine Mortgage Planning

12550 SE 93rd Ave

AMG Legacy Planning

10100 W Sample Rd

AXA Advisors LLC

10500 NE 8TH ST
Bellevue

Balance Financial

1800 112th Ave NE
Bellevue

BANK OF AMERICA MORTGAGE

10500 NE 8TH ST
Bellevue

BENITZ & ASSOCIATES, INC

122 3RD ST SW
Puyallup

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Bright Debt Consolidation

1208 South Jackson Street

Byrne & Company Wealth Management, LLC

611 Columbia St NW
Olympia

Chuck McFarland State Farm Insurance

9776 Holman Road NW
Seattle

Cobalt Mortgage

10900 NE 4th St
Bellevue

College Funding Solutions

PO Box 15722
Seattle

Comprehensive Wealth Management LLC

4100 194th St SW
Lynnwood

Cornerstone Financial Group

1201 Monster Rd #320
Renton

Doug Jones State Farm Insurance

124 4th Ave S Ste 210
Kent

EDWARD JONES

5775 SOUNDVIEW DR
Gig Harbor

Edward Jones

45 Front St N
Issaquah

Edward Jones - Jeffery C. Pleet, CLU, ChFC

630 SE Midway Blvd
Oak Harbor

Empirical Wealth Management

1420 Fifth Ave
Seattle

FINANCIAL NETWORK INVESTMENT

5800 SOUNDVIEW DR
Gig Harbor

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane

Freyman CPA, P.C.

40 Exchange Place

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HOMESTREET BANK

601 UNION ST
Seattle

Horizon Advisors & Securities America

31620 23rd Ave S
Federal Way

Hurley Williams & Cook PS

4312 Kitsap Wy Ste 102
Bremerton

iBank

3090F Pullman St

ICON Consulting

1412 112th Ave NE Ste 102
Bellevue

Insurance Connections Northwest

14042 NE 8th St Ste 105
Bellevue

IRA Valuations

3824 206th Pl NE
Sammamish

IRS Tax Help Team

1201 S Beach Blvd

Ivory Office Consulting Llc

5515 Steilacoom Blvd Sw Suite 108

James C. Howell CPA, PS

1400 112th Ave SE
Bellevue

JB Tax and Finance, LLC

14205 SE 36th St, Ste 100
Bellevue

JW Income Inc.

4616 25th Ave NE
Seattle

Knott & Company Tax Advisors

2501 Southwest Trenton Street
Seattle

Kubesh Investment & Financial

520 Pike Street
Seattle

Laurus Financial Group

33801 1st Way S Suite 261
Federal Way

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

Markow Financial Group Inc

2015 W Dravus Str
Seattle

MBSI - DBA: Kiel Mortgage

19550 International Blvd Ste 203
Seatac

MCDEVITT & DUFFY CPAs

330 DAYTON ST
Edmonds

McKeon Financial

1507 172ND ST NE
Marysville

Mercier Financial Group, Inc.

190 W DAYTON ST
Edmonds

Michael A Davis Consultant Inc

15127 NE 24th St
Redmond

MLJACKSON CPA

601 108th Ave NE
Bellevue

Monetizer!

Everett

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

MUTUAL SERVICE CORP

3208 50TH STREET CT NW
Gig Harbor

MWBoone & Associates, LLC

777 - 108th Ave NE, Suite 2230
Bellevue

N R SMITH AND ASSOCIATES, PS

2120 CATON WAY SW
Olympia

Newground Social Investment

10033 12th Ave NW
Seattle

North West Tax Specialists Inc.

12011 Northeast 1st Street #205
Bellevue

Palouse Credit Consulting

801 Ringo Rd.
Palouse

Pinnacle Capital Mortgage Corp

3906 South 74th Street
Tacoma

Raymond James Financial Services Inc

Member FINRA/SIPC .................
Bonney Lake

RJM Consulting, Inc.

7113 California Ave SW #4
Seattle

S P Johnson Group

2025 Delaware Ave

SC Financial Group LLC

1417 116th Ave NE
Bellevue

SMITH BARNEY

2727 Hollycroft St Ste 330
Gig Harbor

STAPP FINANCIAL PLANNING

1800 COOPER POINT RD SW
Olympia

SUMMIT FINANCIAL GROUP

6625 WAGNER WAY
Gig Harbor

Summit Financial Inc

615 Pasco Pl NE
Renton

TekCollect

871 Park Street
Olympia

The Credit Guru

23632 Hwy 99, Suite F404
Edmonds

Tom Waiss Agency

1209 Market St
Kirkland

United Gold Direct

2945 Townsgate Road

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett

VMS-Washington

11661 SE 1st Street, Suite 100
Bellevue

Werner, O'Meara & Co

19109 36th Ave W Ste 213
Lynnwood

West Coast Lending Group

11000 33rd Place NE Place
Bellevue

Westwood Mortgage Inc.

9706 4th Ave NE
Seattle
Gig Harbor Zip Codes

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