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Financial Planning Firms in Lakewood

First Command

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8820 59th Ave SW, Suite 200, Lakewood, WA

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First Command's Financial Advisors in Lakewood, WA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

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KeyBank

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10439 Gravelly Lake Dr Sw, Lakewood, WA

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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices;... Read More about KeyBank

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Brink & Sadler

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5127 112th St SW, Lakewood, WA

Accounting Services And So Much More. Trust A Local Financial Expert. Welcome to Brink & Sadler! Brink & Sadler is a certified public accountant firm in Lakewood, Washington. We have been providing superior accounting services to clients in the Tacoma, Puget Sound region since 1970. We work with manufacturers, service business, professionals, and non-for-profit organizations. We provide most accurate, reliable... Read More about Brink & Sadler

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First Command District Advisor - Bryan Coleman, ChFC®|RICP®|MBA

First Command District Advisor - Bryan Coleman, ChFC®|RICP®|MBA Verified by Yext

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8820 59th Ave SW, Suite 200, Lakewood, WA

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Bryan Coleman joined First Command Financial Services as a Financial Advisor in November 2016, following a 20-year career in the United States Army, where he attained the rank of Major. A graduate of Indiana University of Pennsylvania with a Bachelor of Arts degree in Economics and a Master of Business Administration degree, Bryan received a Master of Military Art and... Read More about First Command District Advisor - Bryan Coleman, ChFC®|RICP®|MBA

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First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®

First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP® Verified by Yext

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8820 59th Ave SW, Suite 200, Lakewood, WA

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Jordan Patterson joined First Command Financial Services as a Financial Advisor in May 2014. With a passion for helping individuals and families pursue their financial goals, Jordan combines knowledge and a client-focused approach to provide comprehensive, tailored financial strategies. A graduate of Pacific Lutheran University with a Bachelor of Business Administration degree, Jordan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification,... Read More about First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®

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First Command Financial Advisor - Chris Muller

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8820 59th Ave SW, Suite 200, Lakewood, WA

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Chris Muller joined First Command Financial Services as a Financial Advisor in May 2013, following a 27-year career in the United States Army. There, he served in the Military Police Corps as a battalion and interim brigade command sergeant major, first sergeant, drill sergeant and a small group leader at the Noncommissioned Officer Academy. A graduate of Excelsior College with... Read More about First Command Financial Advisor - Chris Muller

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KeyBank

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8017 Steilacoom Blvd Sw, Lakewood, WA

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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices;... Read More about KeyBank

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532 Barnes Blvd, Joint Base Lewis-McChord, WA 800-523-3641