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Puget Sound Financial Strategies
4301 South Pine Street, Tacoma, Washington, United States
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About the Puget Sound Financial Strategies
Puget Sound Financial Strategies is a finance institution located at 4301 South Pine Street in Tacoma, Washington. We specialize in helping individuals create retirement strategies using a variety of insurance products to meet their specific needs and objectives. Our experienced team takes the time to understand your goals and develop a thoughtful strategy for your financial life.
As retirement approaches, we will work with you to determine which income streams to tap into and help you plan for the unexpected. Our expertise in the retirement landscape allows us to develop a strategy that maximizes performance while minimizing risk.
We also provide guidance on long-term care insurance, as seven in 10 Americans aged 65 or older will need some form of long-term care. Our goal is to help you achieve financial freedom and choice in retirement.
Please note that investing involves risk, and no investment strategy can guarantee a profit or protect against loss. Our services are offered through Puget Sound Financial Strategies, Inc. for insurance products and Sound Financial Investments, Inc. for advisory services.
Contact us today to learn more about how we can help you secure your financial future and enjoy a fulfilling retirement.
4301 S Pine St Ste 363, Tacoma, WA 98409, United States
Opening hours of Puget Sound Financial Strategies
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews of Puget Sound Financial Strategies
"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."
"Eric is definitely in this for the long haul! He started teaching and advising 20 plus years ago! When we were not in any position to invest, I would often tell him there’s no money in it for you we aren’t ready and he would respond with no worries,…some day you will. He was correct and has managed funds for us on many levels to include corporate plans as well. Very happy with this relationship!"
"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."
"Our experience with Eric was very unprofessional. When we voiced our concerns with how slow his communication was (through a previous review) rather then apologizing and moving forward he told us he would not move forward and became argumentative, denying what we were concerned about. If your looking for someone that is professional and follows through I would recommend going elsewhere!"
"As new clients to Sound Financial Strategies, we needed a lot of "hand holding". Eric took the time to answer all our questions and made us comfortable in the process and the plan. I have already referred friends to him and you have to earn personal referrals from me."
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