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Rogelio Gonzalez, Financial Planner - Port Orchard (WA)

Address: 🏡 1700 SE Mile Hill Dr Suite 264, Port Orchard, WA 98366, USA
Phone : +1 (360) 919-4271
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ7_RqUvo3kFQR_25z93fxERM
#Washington

Morgan Stanley - Olympia

Verle Ketchum Great Service and Great Staff.
5 /5

First Command - Silverdale

Aaron Allison Been with first command over 15 years. Very impressed with the Silverdale office & staff. My advisor, Jeremy Burrier, is stellar. He is an expert in his field. Jeremy takes the time to educate his clients, and he goes above and beyond to understand your life goals and values to shape the best financial plan.
5 /5

Decker Retirement Planning, Inc. - Renton

Rita DePoule I am so thankful to having found this company when I did. After I retired I was worried about how to handle all my retirement investments. John Switzer was very helpful and patient with me through the process. I just finished the annual review and Im sure is would not be in as good of a financial position if he/they werent working with me. Especially during this Covid19 experience!
5 /5

Ostlund Wealth Advisors - University Place

Caren Roberts Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!
5 /5

First Command - Lakewood

Frank Cisneros Chris Muller, First Command, Lakewood WA Chris has been our advisor for 10 years, his advice and recommendation are alway upfront and honest, I fell we are getting leading edge advise. When were finished my wife and I leave understanding our strengths, potentials and of course the cost of investments. Hes not pushy, updates our information and is attentive when asked questions and makes a mean cup of coffee. We highly recommend Chris Muller as an advisor.
5 /5