Investors Portfolio Services - Financial Advisors - Puyallup, Washington

Investors Portfolio Services - Financial Advisors

Investors Portfolio Services, located at 2832 S Meridian # 201, Puyallup, WA 98373, is a reputable financial advisory firm that has been serving clients in the region for many years. Their team of experienced financial advisors and planners work closely with clients to develop personalized investment strategies tailored to their unique financial goals and risk tolerance.

About Investors Portfolio Services

At Investors Portfolio Services, the focus is on providing comprehensive financial planning and investment management services. They aim to help clients secure their financial future by offering expert advice on a wide range of financial matters, including retirement planning, tax strategies, estate planning, and more. With their deep understanding of the financial markets and commitment to client success, Investors Portfolio Services has earned a strong reputation in the community.

Specialties and Services

• Financial advisor - Offering personalized financial planning and investment advice
• Financial planner - Assisting clients in creating and implementing comprehensive financial plans
• Investment company - Providing diverse investment options and strategies
• Investment service - Delivering tailored investment solutions to meet individual needs

Accessibility and Amenities

In addition to their exceptional services, Investors Portfolio Services is committed to providing a welcoming and accessible environment for all clients. The office offers several amenities, including:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Gender-neutral restroom
• Free parking lot
• On-site parking

Client Reviews and Testimonials

Investors Portfolio Services has received 8 reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. Clients praise the firm for their knowledgeable and friendly staff, who go above and beyond to help them achieve their financial goals. One satisfied customer noted, Tom Bowman has been so helpful answering questions and making us feel comfortable. We trust him to guide us as we make financial decisions and make complex issues more simple. Highly recommend having a consult to see how he can best help

Another client mentioned the firm's commitment to personalized service, stating, They really listened to our needs and created a plan that was tailored specifically for us. We feel confident in our financial future thanks to their expertise and dedication.

Based on these glowing reviews and the firm's long-standing presence in the community, it is clear that Investors Portfolio Services is a top choice for anyone seeking reliable and personalized financial advice in the Puyallup area.

For more information or to schedule a consultation, visit their website at investorsportfolioservices.com or contact them directly at 2537708118.

👍 Reviews of Investors Portfolio Services - Financial Advisors

Melinda K.

5/5

Tom Bowman has been so helpful answering questions and making us feel comfortable. We trust him to guide us as we make financial decisions and make complex issues more simple. Highly recommend having a consult to see how he can best help!

Melina M.

5/5

Tom Bowman has been our financial advisor for over 5 years now. During this time, we've had a variety of changes & opportunities to evaluate. Tom' ability to break things down so that we can understand them, along with his financial analysis & projections has served us greatly. We are confident in his advice and allows us to take as much or as little risk as we are comfortable with. Thank you Tom!

Sarah T.

5/5

Tom was outstanding in addressing all my inquiries. He possesses a wealth of knowledge, and if you're seeking a financial advisor, I wholeheartedly recommend reaching out to him without hesitation.

Erik W.

5/5

We have been with Investors Portfolio for several years. Tom has been attentive and helpful in helping prepare for our future retirement. He is great and always available when we need him with questions or advice.

Ed R.

5/5

We met Frank Gallo about 10 years ago at one of his planning sessions. We were impressed immediately, particularly when Frank advised me to run over and collect my Social Security .a month later around Christmas I met Frank at the Mall food court with a sizeable check for deposit to a new account I was a little nervous since I didn't know Frank very well. He told me that he had to earn my trust and confidence in him. I was still nervous.
Over the years we have invested sizable cash with Investors Portfolio.
Frank does all our purchases and sales of our stocks and bonds. We have the greatest confidence i him to handle all our funds independently.
In addition to being a great financial advisor, myself and my family have become friends with Frank, his family and staff. This firm brings value of being a small company with individual attention to your investing needs.
I go to Frank for advice on other non financial matters since he is a great resource on other matters.
WE HIGHLY RECOMEDND INVESTORS PROTFOLIO SERVICES FOR YOUR INVESTING SERVICES.,

Clean E. L.

5/5

Tom Bowman is very helpful and professional. Such a great company to wok with for financial planning and support.

JAMES B. (. B.

5/5

We have been with IPS since 2017. We like the professional but family like atmosphere. The IPS Team is always accessible and informed. There are also excellent online tools available to monitor your accounts and trade details. We have been very pleased with the fiscal results achieved to date. IPS customizes your investment strategy to fit your goals and risk tolerance. We couldn’t be more pleased. Highly recommend that you consider joining the IPS family.

Jeremy F.

5/5

Great people super friendly