Kevin J. Pentz CFP and Wealthmark Advisors 2819 Northwest Kitsap Place, Silverdale, WA 98383
About the Business
Kevin J. Pentz CFP and Wealthmark Advisors is a reputable finance institution located at 2819 Northwest Kitsap Place in Silverdale, Washington, United States. Specializing in financial planning and wealth management, this institution is led by Kevin J. Pentz, a Certified Financial Planner with years of experience in the industry. With a commitment to providing personalized and comprehensive financial solutions, Kevin J. Pentz CFP and Wealthmark Advisors strive to help clients achieve their financial goals and secure their financial future.
Photos
Location & Phone number
2819 NW Kitsap Pl STE 201, Silverdale, WA 98383, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"After working with Kevin & his team we are much more confident about our financial future. The quality of education and financial planning is tailored to your own unique situation and very comprehensive. They are so knowledgable and great at what they do taking the stress out of finances. Highly recommend."
"Talking about money and planning for retirement is not something I previously thought would be enjoyable,... but then we started working with Kevin and his team at Wealthmark. Not only are they extremely organized, their customer service is on point, and they make financial planning something I've come to look forward to. Kevin and his team have spent time with my husband and I to help us plan for our future. As someone who wants to start my own business, they have made sure that we have a financially secure foundation, and have helped us plan and prepare for several different scenarios - all which leave us in a financially stable spot. I look forward to our meetings. We don't only talk about money, we also catch up on our family life, work life, and the day to day. Kevin and his team truly care about helping people be able to live full lives. 10/10 recommend having a financial planner and 10/10 recommend Kevin and his team!"
"An absolute amazing experience with such a professional and dedicated team. Kevin and Garrett’s guidance set our family up for long term success. If there were more than five stars to give, they definitely earned that. We will be with them moving forward. Thank you, team!"
"Kevin and Garrett were extremely thorough and created multiple scenarios depicting what our long term financial future could look like based on our current status and decisions we make going forward. Working with them, I feel much more secure in our financial future."
"Working with Kevin and his team has been easy, which takes a load of stress off of my plate! Professional, knowledgeable and personable. Considering our successful working relationship, I would highly recommend Kevin for your financial needs."
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