Financial Advisors
Tacoma, WA
Penny Lane Financial is a comprehensive financial services center founded in 2014 by Jeff Pickering, serving the Puget Sound region and beyond. They offer over 10 integrated services including retirement financial planning, insurance products (life, health, property, umbrella), mortgages, reverse mortgages, annuities, and lifetime income options. Their collaborative team approach focuses on making financial guidance accessible and personal, helping clients at every life stage from home purchasing to retirement planning.
Ideal for: Retirees, pre-retirees planning for retirement, homebuyers and refinancers, seniors exploring reverse mortgages, families seeking comprehensive insurance protection
Service area: Tacoma, Pierce County, Washington, and parts of Arizona and California
One-Stop Financial Services: Offers 10+ integrated services including insurance, mortgages, retirement planning, and annuities in one location, allowing collaborative guidance across multiple financial needs.
Local Expertise Since 2014: Established Tacoma-based firm with deep roots in the Puget Sound community, dedicated to making complex financial guidance accessible and understandable for everyone.
Specialized Reverse Mortgage Program: Dedicated reverse mortgage services for seniors aged 62+, designed to help homeowners access equity while maintaining ownership.
Address: 1804 W Union Ave #202, Tacoma, WA 98405
Phone: (253) 327-1177
Website: pennylanefinancial.com
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