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Planning for your current or future financial goals can be a daunting task. Whether you are a young investor or retiree, a new parent or a single parent, supporting a growing family or an empty nester, Investors Portfolio Services can help make reaching your most important goals a reality. With a combined experience of over 35 years in financial planning and wealth management, we are built on the strength of powerful personal connections that we forge with our clients. Your business is valued here and we appreciate the opportunity to earn it.
Our team of financial advisors has been helping people in the Greater Seattle Area reach their financial planning goals for 14 years. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your retirement planning and asset management goals.
With our office conveniently located in Puyallup, Frank Gallo CFP®, Jennifer Bahr and Tom Bowman are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.