Guide > Audit & Consulting in Washington > Audit & Consulting in Puyallup > Investors Portfolio Services
Investors Portfolio Services
2832 South Meridian, Puyallup, WA 98373
Location & Phone number
2832 S Meridian # 201, Puyallup, WA 98373, United States
About the Business
Investors Portfolio Services is a finance institution located at 2832 South Meridian in Puyallup, Washington, United States. Our team of experts provides comprehensive investment services tailored to meet the unique financial goals and needs of our clients. From portfolio management to retirement planning, we offer a wide range of financial solutions to help individuals and businesses achieve success. With a commitment to excellence and personalized service, Investors Portfolio Services is dedicated to helping our clients build and protect their wealth for the future.
Photos
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 - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Tom Bowman is very helpful and professional. Such a great company to wok with for financial planning and support."
"Tom was outstanding in addressing all my inquiries. He possesses a wealth of knowledge, and if you're seeking a financial advisor, I wholeheartedly recommend reaching out to him without hesitation."
"Tom Bowman has been so helpful answering questions and making us feel comfortable. We trust him to guide us as we make financial decisions and make complex issues more simple. Highly recommend having a consult to see how he can best help!"
"Tom Bowman has been our financial advisor for over 5 years now. During this time, we've had a variety of changes & opportunities to evaluate. Tom' ability to break things down so that we can understand them, along with his financial analysis & projections has served us greatly. We are confident in his advice and allows us to take as much or as little risk as we are comfortable with. Thank you Tom!"
"We have been with Investors Portfolio for several years. Tom has been attentive and helpful in helping prepare for our future retirement. He is great and always available when we need him with questions or advice."
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