Penny Lane Financial

Financial Planning, Mortgage Companies

About us

We provide sound, innovative investment, and retirement stratagies, with the goal of capturing potential market gains,while helping minimize downside risk. We believe that protecting your hard-earned money is the potential key to worry-free retirement.

Business highlights

41 years of trusted experience

Services we offer

Financial Planning ,Insurance & Mortgages.

Services we don't offer

Accounting and Legal.


Accepted payment methods

Check

Reviews

5.05 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%


Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Showing 1-5 of 5 reviews

Katie P.
09/2017
5.0
financial advisor
  + -1 more
I met with Jeff Pickering, he was very helpful, knowledgeable and kind as well. I got the help I needed and a few months later actually went to work for Penny Lane Financial.
Description of Work: I needed some financial advice.

Rating CategoryRating out of 5
quality
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Carolyn S.
07/2017
5.0
financial advisor
  + -1 more
Penny Lane listened to all my concerns and needs for retirement in a timely and very professional manner. I'm very comfortable with the recommendations I received and have continued to work with them to implement my retirement plan.
Description of Work: Financial planning for retirement

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Ron S.
07/2017
5.0
financial advisor
  + -1 more
When it comes to investing in anything today, everyone seems to have an opinion, but nobody seems to have an answer. After listening to the "do it my way" guys, Jeff just put the decision making in my hands and eliminated the fear. He put me in the pilot seat and gave me the information I needed to make the decisions that worked for me. I didn't feel like another chump that is plugged into the same program as everyone else. Jeff was great!
Description of Work: Met with Jeff to discuss fin. Planning

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Samantha H.
07/2017
5.0
mortgage broker, financial advisor
  + 0 more
I worked with Jeff Pickering and he made the experience of buying my first home smooth, fun, and stress free. I am so thankful and recommend Penny Lane Mortgage to all!
Description of Work: I needed a mortgage for my new home!

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Jeff H.
07/2016
5.0
financial advisor
  + -1 more
Clear concise understanding.
Description of Work: Review progress

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

    Contact information

    1804 W Union Ave. Suite 202, Tacoma, WA 98405

    http://www.pennylanefinancial.com

    Service hours

    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

    Licensing

    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.


    Service Categories

    Financial Planning,
    Mortgage Companies

    FAQ

    Penny Lane Financial is currently rated 5 overall out of 5.

    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

    Penny Lane Financial accepts the following forms of payment: Check
    No, Penny Lane Financial does not offer free project estimates.
    No, Penny Lane Financial does not offer eco-friendly accreditations.
    No, Penny Lane Financial does not offer a senior discount.
    No, Penny Lane Financial does not offer emergency services.
    No, Penny Lane Financial does not offer warranties.
    Penny Lane Financial offers the following services: Financial Planning ,Insurance & Mortgages.
    Accounting and Legal.

    Contact information

    1804 W Union Ave. Suite 202, Tacoma, WA 98405

    http://www.pennylanefinancial.com

    Service hours

    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