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Kimball Creek Partners
- Tacoma, WA
About this business
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 |
I highly recommend Kimball Creek Partners for financial planning. I’ve been working with Brock Bennion, who is incredibly knowledgeable and is excellent at explaining complex investment and management concepts in a digestible way. He truly takes the time to listen, understand and aligns his planning with your specific goals and needs in mind. If you’re looking for someone who prioritizes financial wellness, Brock is your guy!
I had a great experience meeting with Brock Bennion. He was incredibly well-informed and took the time to explain everything in a way that actually made sense to my non-numbers brain. He answered all my questions without ever making me feel rushed, never tried to sell me on any kind of plan/service, and set my mind at ease. I highly recommend Brock Bennion and look forward to working with him in the future!
Brock Bennion at Kimball Creek Partners is very knowledgeable but also knows how to communicate with people who are less sophisticated when it comes to investments. In just two sessions I learned a great deal from him. I think his background as a scientist is a significant advantage in identifying innovative strategies that work to grow wealth. He is also warm, friendly and demonstrates the highest level of integrity when providing advice. Highly recommended!
I enthusiastically recommend Brock! He listens carefully to my goals, speaks honestly and clearly about options, and is deeply knowledgeable about the market. He is an empowering financial partner.
Recently retired, my wife and I were overwhelmed by understanding all the financial dos and don’ts. Kimball Creek Partners was there to help navigate and make sense of all our financial needs going forward. Dean and Brock guided us in restructuring our retirement accounts to better suit our needs/wants for the future. Dean and Brock are wonderful to work with! Never once did we feel inadequate or overwhelmed with the discussions. If I didn’t understand, which was frequent for me, a better explanation was always offered unti... read more
Frequently asked questions about Kimball Creek Partners
How is Kimball Creek Partners rated?
Kimball Creek Partners has a 5 star rating with 17 reviews.
When is Kimball Creek Partners open?
Kimball Creek Partners is closed now. It will open tomorrow at 8:00 a.m.