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Kimball Creek Partners
- Tacoma, WA
About this business
Kimball Creek Partners Financial Planners is a premier financial planning firm dedicated to helping individuals and families achieve their financial goals. With a team of experienced advisors, Kimball Creek Partners offers personalized and certified financial planning strategies, including retirement planning, investment management, tax planning, and estate planning. The firm prides itself on building long-term relationships with clients, providing them with the guidance and support needed to navigate complex financial lands... read more
Location details
917 Pacific Ave # 407, Tacoma, WA, 98402, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Dean Bennion - and then Dean and Brock Bennion - have provided guidance on my investment portfolio for many years. I am always greatly pleased with the information they provide and suggestions they make when we have discussions on where the market stands and what my goals are for my investments. Both are highly skilled and have worked seamlessly with me over time. Recently I purchased a new home and Dean/Brock did the analysis and guided me through the use of some of my funds with the minimal tax implications. Their know... read more
Brock was extremely helpful and knowledgeable. He spoke with me for 30 minutes regarding some detailed financial questions I had, and there was no pressure or sales pitch. Would recommend!
Brock and Dean helped me restructure my finances after the death of my wife. They've been thorough with their work and are always available to answer any questions I've had. A great family business!
Dean and Brock are a rare breed with their relationship (genuine!) building and connections with us BEFORE even discussing market strategies! Truly partners in our life and always supportive!
We have done business with them over 40 years. Always excellent personalized service. Advice has been excellent both for our activities and for our parents. Highly recommended!!
Frequently asked questions about Kimball Creek Partners
How is Kimball Creek Partners rated?
Kimball Creek Partners has a 5 star rating with 7 reviews.
When is Kimball Creek Partners open?
Kimball Creek Partners is closed now. It will open at 8:00 a.m.