Randy Wall / Financial Advisor in Oak Harbor, Washington

A Fee-Only Certified Financial Planner(TM) Professional that provides advice on a wide range of financial concerns, from when to begin drawing Social Security, whether to re-finance a mortgage, how to diversify an investment portfolio, cash flow planning in retirement, and the types and amounts of insurance that are appropriate for your circumstances.
I've been told by more than one woman that I should be sure to point out, "I really listen."

Penn Cove Financial, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Specialties

403B Plans Asset Protection Certified Financial Planner Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA MBA Middle Income Military Retirees Mutual Funds NAPFA Member Passive Investment Strategies Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Socially Responsible Investments Stocks Washington State Employees in Pers, Trs Women's Issues
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