Puget Sound Financial Strategies - Tacoma (WA)

5 /5 Chusuk Song: I just had a one year anniversary with Eric and his staff. They took the time to truly understand my financial goals and provided clear explanations. Their expertise and professionalism made me feel confident and secure throughout the process I highly recommend Puget Sound Financial Strategies their exceptional financial advice and personalized service.

5 /5 David Shearer: My wife and I are relatively new to working with Eric at Puget Sound Financial Strategies. Eric and the team at PSFS are professional, welcoming and incredibly helpful. We knew we needed help with our retirement planning, but had no idea how much we didn’t know. Eric enjoys educating clients about finances and, after only a few initial appointments, we have already started making better decisions that will help us retire sooner and with more income. We highly recommend Eric and the PSFS team to anyone looking for effective retirement planning.

5 /5 Lisa Billings WA-UNIVERSITY PLACE: We are so glad to have the team at Puget Sound Financial Strategies working for us. Eric is so patient with all the questions and gives excellent advise. Amy is so pleasant and Angela is awesome. They are truly a wonderful team of people I highly recommend them no matter how much you have to invest.

5 /5 Mary Barrett: 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.

5 /5 karin tweten: 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.