Description
Penny Lane Financial was founded in 2014 by Jeff Pickering with the goal to have all client financial needs met in one place. Located in Tacoma, Washington, we provide sound and innovative investment, retirement, and lending solutions.
Jeff noticed that many people would need to go to 4-5 different professionals for financial planning, mortgage lending, and insurance. Hoping to simplify their client’s lives, Jeff and his team have the knowledge, licensure, and experience needed to create a financial plan that covers all bases. Many financial service providers claim to look at the full picture, but very few have the professional staff to support that vision in the way Penny Lane Financial does.
We are a company where people feel captivated by their work and are able to foster relationships with customers and partners, bringing value and comradery to the work environment. As a family business, Penny Lane Financial honors the importance of legacy in planning a future and imparting small joys in the everyday.
Features
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