39 results for:

Financial Planning in Lakewood

Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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6927 Lakewood Drive West, Unit C3, Tacoma, WA

253-272-2410

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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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6927 Lakewood Drive West, Unit C3, Tacoma, WA

*BY APPOINTMENT ONLY* The Tacoma, WA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate... Read More about Wealth Enhancement Group

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First Command Financial Advisor - George Calbert

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

253-584-7569

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First Command Financial Advisor - George Calbert

First Command Financial Advisor - George Calbert Verified by Yext

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

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - George Calbert

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Cunningham Tax Services

Cunningham Tax Services Verified by Yext

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6122 Steilacoom Boulevard Southwest, Tacoma, WA

253-581-1461

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Cunningham Tax Services Verified by Yext

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6122 Steilacoom Boulevard Southwest, Tacoma, WA

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First Command Financial Advisor - Cassy Randolph

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

253-584-7569

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First Command Financial Advisor - Cassy Randolph

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

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Cassy Randolph joined First Command Financial Services as a Financial Advisor in June 2022, following a 23-year career in the United States Army, where she attained the rank of CW3. Cassy understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate... Read More about First Command Financial Advisor - Cassy Randolph

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First Command Financial Advisor - Mark Claudio, RICP®

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

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Mark Anthony Claudio joined First Command Financial Services as a Financial Advisor in January 2022, following a 24-year career in the United States US Army, where he attained the rank of Command Sergeant Major. Mark Anthony understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial... Read More about First Command Financial Advisor - Mark Claudio, RICP®

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First Command Financial Advisor - Ryan Feng

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

253-584-7569

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First Command Financial Advisor - Ryan Feng

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

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Ryan Feng joined First Command Financial Services as a Financial Advisor in April 2020, following a 6-year career in the United States Army and United States Army Reserve, where he attained the rank of Sergeant. Ryan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial... Read More about First Command Financial Advisor - Ryan Feng

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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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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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First Command Financial Advisor - Weslan Rogers

First Command Financial Advisor - Weslan Rogers

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

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Weslan Rogers

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First Command Financial Advisor - Jayden Patterson

First Command Financial Advisor - Jayden Patterson

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

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jayden Patterson

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First Command Financial Advisor - Austin Hill

First Command Financial Advisor - Austin Hill

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

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Austin Hill

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First Command Financial Advisor - Dylan Whitcraft

First Command Financial Advisor - Dylan Whitcraft

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

253-584-7569

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6927 Lakewood Drive West, Unit C3, Tacoma, WA 253-272-2410
6122 Steilacoom Boulevard Southwest, Tacoma, WA 253-581-1461