Financial Advisors
Puyallup, WA
Investors Portfolio Services is a fee-based financial advisory firm in Puyallup staffed with CFP® certificate holders, a CFA charterholder, and licensed professionals committed to fiduciary standards. They provide comprehensive wealth management, retirement planning, and business financial planning services, with client investments custodied through Schwab and Altruist advisory platforms. The firm also specializes in consulting on employee contribution plans and ERISA retirement plans for businesses and individuals.
Ideal for: Business owners seeking retirement plan consulting, individuals planning for retirement, high-net-worth clients seeking fee-based wealth management
Service area: Puyallup, WA and surrounding Pierce County communities
Fiduciary Commitment: All advisors operate under fiduciary standards, legally obligated to put clients' best interests first in every recommendation.
Credentialed Team: Team includes CFP® certificate holders and a CFA charterholder, ensuring advanced expertise in financial planning and investment management.
Business-Focused Planning: Specialized consulting services for employee contribution plans and ERISA retirement plans, serving both business owners and individual clients.
Address: 2832 S Meridian # 201, Puyallup, WA 98373
Phone: (253) 770-8118
Website: investorsportfolioservices.com
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