top of page
Your One-Stop Solution for Financial Services
We offer a wide range of financial services, managed by experts in Tacoma, Pierce County and all throughout Washington and Arizona states.

CALL US TODAY

Plan For The Road Ahead

We're Your Local Financial Services Company in Tacoma, WA.

Established in 2014 by Jeff Pickering, Penny Lane Financial has quickly become a trusted destination for comprehensive financial solutions. Our primary objective is to simplify our clients' lives by offering a convenient one-stop-shop for all their financial needs. Headquartered in Tacoma, Washington, we specialize in providing expert guidance and innovative strategies for successful outcomes and peace of mind.

10+ SERVICES UNDER ONE ROOF
LICENSED IN WA & AZ
LOCAL AND FRIENDLY ADVICE
FEATURED SERVICES
Crafting Strategies for Long-Term Success
Going for a Run

Create a Retirement Path that works for you

Ensure a secure future with strategic products and services. We assist you in navigating options, ensuring a comfortable and worry-free retirement, so you can enjoy the later stages of your life.

Revewing Graphs

Envision prosperity with our comprehensive planning options. We work collaboratively to build a roadmap for your financial success, considering your goals and aspirations to ensure a secure and prosperous future.

Understand what you have and what you need

Spacious Living Room

Achieve your home sweet home

Invest in your dream home or refinance with our diverse mortgage options. Tailored to fit your unique needs, we guide you through the process, making homeownership a seamless and rewarding experience.

Couple on Cruise Ship

Transform your home into a valuable financial asset, designed specifically for those aged 62 and above. With our Reverse Mortgage solutions, you can access funds while keeping ownership intact, ensuring unmatched financial flexibility throughout your retirement years.

Reverse Mortgages

Dollar Bills

Annuity Options

Secure a steady income for life with our Annuity Options at Penny Lane Financial. Tailored to your unique needs, our plans offer financial stability and peace of mind, ensuring a reliable source of income throughout your retirement years.

Man Carrying Child in Arms

Protect what matters most with our comprehensive Insurance Options. From life and health coverage to property and umbrella protection, we provide tailored plans to ensure peace of mind in the face of life's uncertainties.

Safeguard what holds value

NO OBLIGATIONS
Request a FREE Consultation

Thanks for reaching out!We'll be in touch with you as soon as possible

In response to this online inquiry you make, you will be contacted by an authorized representative of our company at the phone number/email you have provided.

 

It all starts with a conversation
Get expert advice from a local and friendly company. 
CONTACT US
ADDRESS
OFFICE HOURS
PHONE
EMAIL

1804 W Union Ave, Suite 202, Tacoma, WA 98405

Monday to Friday

9:00 am - 5:00 pm

253-327-1177

vip@pennylanefinancial.com

You can also visit us; we'd love to meet you.
bottom of page