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OUR SERVICES

We Offer a Range of
Services to Meet Your Needs

Investment Retirement

Advice and Review

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At Penny Lane Financial we like to take a holistic look at your finances and your unique goals and really think about what might be the best advice. We may have an idea or option that you haven't thought of. There is no obligation to have a 2nd opinion.

Financial Family

Estate Planning

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Many people put off estate preparation because they view it as morbid or depressing. We prefer to treat it as preparing for life and protecting your family from the unexpected. Though you cannot control the future, these preparations help you focus on what you can control and empower you to care for your loved ones long after you’re gone.

Financial

Social Security Strategies

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One of the biggest mistakes today’s retirees can make is to underestimate how important Social Security is to their retirement income strategies. 5 Things Retirees Should Know about Social Security covers information your can't afford to ignore.

Tacoma Financial Services

Home/Auto/Umbrella Insurance

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Let Penny Lane shop for you. By working with us we will put together the best coverage, cost and options for your car, home, boat, motorcycle, RV and more.

Insurances

Income Planning

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Switching from working and receiving a paycheck to retirement and spending savings requires a new way of thinking. You may have questions about how this will work or how will your money last through retirement. Maybe you're already retired and would like a second look. Either way our knowledgeable staff will help you manage this chapter in your life.

Father & Son

Life Insurance

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Often times people don't realize what their life insurance needs are and how easy it is to protect your family and hard-earned assets. By helping you to understand the options available we put you on a better path to investing as well as protecting those you love.

Reverse Mortgage

Long-Term Care Alternatives

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With the rising cost of Long-Term Care many people are going without this valuable resource. Let us show you some alternatives and how to protect your savings in case you need care down the road as well as protecting your assets from market risk.

Incoming Financial Services

Retirement

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We provide advice and education to assist you in realizing your retirement goals. With smart and insightful planning we'll help answer your questions about Social Security, estate planning, tax strategies and most importantly, ways to insure that you don't run out of money.

Penny Lane

Color Of Money Risk Analysis

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The Color of Money Risk Analysis assesses your financial picture and provides a road map to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.

Accounting

Tax Strategies

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The simple word “taxes” can make people squirm as they think about all the details they need to address. With some forward-looking planning, managing your taxes in retirement doesn’t have to be as difficult as it can seem. Some things to think about:

Financial Services in Tacoma

Mortgage Services

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Buying a home is a big deal. Making sure it fits your family's needs and your budget is also important. When looking to buy a home we understand you need options and guidance, so we'll work together with you to find the perfect solution for your situation.

Taxes, Mortgages and Insurance

Annuity Options

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Annuities come in all shapes and sizesand they offer protection against outliving your savings. Find out what might fit for you.

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.
Please note we are in and near Tacoma, Lakewood, University Place, Puyallup, Spanaway, Parkland, Federal Way, Auburn, Fife, Milton, Edgewood, Bonney Lake, Sumner, Gig Harbor, Fircrest, Ruston, Steilacoom, DuPont, Joint Base Lewis-McChord (JBLM), Kent, Des Moines, SeaTac, Burien, Covington, Maple Valley, Enumclaw, Graham, Orting, Roy, Vashon Island, and Normandy Park.

Find out more about our partner company 

Penny Lane Wealth Management

Penny Lane Financial Logo

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Important Disclosures

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Equal Housing Lender:
Penny Lane Financial, LLC is an Equal Housing Lender. As prohibited by federal law, we do not engage in business practices that discriminate on the basis of race, color, religion, national origin, sex, marital status, age (provided the applicant has the capacity to contract), because all or part of the applicant's income derives from any public assistance program, or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act.

NMLS Consumer Access:
Our NMLS number is 1905686. WA – MB1905686 AZ – 1034711  You can verify our licensure status and find more information about our company at the NMLS Consumer Access website: https://www.nmlsconsumeraccess.org/ WA – MB1905686 AZ – 1034711

Terms and Conditions:
The loan terms and conditions provided by Penny Lane Financial, LLC are subject to change without notice. All loan approvals are subject to underwriting guidelines and credit approval. Not all applicants will qualify. Interest rates and annual percentage rates (APRs) are based on current market conditions and are subject to change.

Mortgage Loan Information:

  • Loan Types: We offer a variety of mortgage loan options, including fixed-rate mortgages, adjustable-rate mortgages (ARMs), FHA loans, VA loans, and jumbo loans.

  • Interest Rates and APRs: The interest rates and APRs provided on our website are estimates and are subject to change based on market conditions and borrower qualifications. Please contact us for the most current rates.

  • Loan Fees and Costs: Mortgage loans may involve fees, including origination fees, appraisal fees, credit report fees, and other closing costs. These fees will be disclosed to you during the loan process.

Consumer Rights and Responsibilities:
As a borrower, you have the right to receive a Loan Estimate within three business days of submitting a complete loan application. This document provides important details about the loan terms, estimated costs, and other important information. You also have the right to receive a Closing Disclosure at least three business days before your loan closing, which outlines the final terms and costs of your loan.

Homeownership Counseling:
If you are experiencing financial difficulties or have questions about your mortgage loan, you may seek assistance from a HUD-approved housing counseling agency. For a list of HUD-approved counseling agencies, visit the HUD website at https://www.hud.gov/program_offices/housing/nationally_hud_approved_housing_counseling_agenciesdirectory

 

Insurance License:
Penny Lane Financial, LLC holds life, disability, property and casualty insurance licenses in WA and AZ, NPN #17702278. We are committed to providing comprehensive financial services, including insurance products, to meet the diverse needs of our clients. Regulated by Washington State Insurance Commissioner at https://www.insurance.wa.gov/

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Privacy Policy:
We are committed to protecting your privacy and ensuring the security of your personal information. For details on how we collect, use, and safeguard your information, please review our privacy policy here.

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Contact Us:
If you have any questions or need further assistance, please do not hesitate to contact us at 253-327-1177 or email to vip@pennylanefinancial.com.

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Equal Housing Lender

Check us out  

Penny Lane Financial, LLC NMLS #1905686 WA State, NMLS #1034711 AZ State

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EQUAL HOUSING LENDER

 

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