Jim Shockman - Conestoga Wealth Partners

Open
Call
Website
3226 Rosedale St NW Ste 200
Gig Harbor, WA 98335
+1 (253) 358-7970
http://www.jimshockman.com

Jim Shockman - Conestoga Wealth Partners is a financial planning firm based in Gig Harbor, WA, offering comprehensive wealth management services to individuals and families. Their team of experienced professionals works closely with clients to create personalized financial strategies tailored to their unique goals and objectives.

With a focus on long-term financial security and growth, Jim Shockman - Conestoga Wealth Partners provides guidance on investment management, retirement planning, estate planning, and risk management. Clients can expect a collaborative approach that prioritizes transparency, trust, and a commitment to helping them achieve financial success.

Generated from their business information

Also at this address

Own this business?
See a problem?

You might also like

Andrew AJ Thibeault

1
"AJ is a down to earth financial adviser with a long history of Happy customers with high moral integrity."
photo of Mona P.
Automobile and consumer finance companies

Pacific Equity Group

Pacific Equity Group, LLC, founded by Chris Unger in 1995, specializes in funding real estate venture capital properties for private investors in the Pacific Northwest. With a focus on integrity and community involvement, the company offers a range of loan programs tailored to meet the real estate project needs of its clients. Committed to excellence and client satisfaction, Pacific Equity Group's team of experienced professionals, including Real Estate Analyst Nathan Peppin and Account Manager Bill Beggs, provides personalized service and expertise in real estate financing, development, and transactions to ensure successful outcomes for their clients.Generated from the website
Conestoga Wealth Partners
General practice attorney, lawyer, Financial consultant, Business services, nec, nec

Conestoga Wealth Partners

1
"Thank you AJ for your help and knowledge. Wish we had found you years ago."
United States›Washington›Gig Harbor›Jim Shockman - Conestoga Wealth Partners