Gig Harbor Financial Services
Personal financial planning and investment advice in Gig Harbor, Washington.
Gig Harbor Financial Services, located at 4423 Point Fosdick Drive NW, Suite #208-2, provides financial planning, investment management, and tax consulting services. The firm assists both individuals and businesses with various financial needs. Their offices are in Gig Harbor, Washington, and they serve clients in 12 states across the United States.
The team, including Doug Collier, Josh Collier, and Brian Bronk, emphasizes a client-centric approach. They operate as fiduciaries, prioritizing client interests in all advice. They aim to simplify complex financial concepts and foster long-term relationships, rather than focusing on sales commissions. Josh Collier, for instance, developed a one-page financial plan to make the process straightforward and effective.
Their services encompass comprehensive financial planning, investment strategies, retirement planning, estate planning, and insurance solutions. Doug Collier brings nearly 40 years of experience in personal finance and budget coaching. Brian Bronk, a CPA and CFP, offers integrated wealth management.
Securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. The firm is committed to helping clients pursue their financial goals and achieve peace of mind through thoughtful planning.
Good to know
- financial planning
- investment management
- tax consulting
- fiduciary
- retirement planning
- wealth management