About Penny Lane Financial
Penny Lane Financial, LLC was founded in 2014 by Jeff Pickering with a simple mission: to make financial guidance more accessible and easier to understand. Based in Tacoma, Washington, they serve individuals and families at every stage of life—especially those preparing for and living in retirement. What sets them apart is their structure. With more than 10 financial services offered under one roof—including financial guidance, mortgage lending, and insurance—their licensed team works together to provide coordinated, comprehensive support.
Services
Investment Retirement Advice And Review Estate Planning Social Security Strategies Home/Auto/Umbrella Insurance Income Planning Life Insurance Long-Term Care Alternatives Retirement Color Of Money Risk Analysis Tax Strategies Mortgage Services Annuity OptionsReviews
This Team is excellent! They are intelligent, professional and so helpful. They helped us write up a Trust for our children and they manage our retirement accounts. I highly recommend them and in fact have referred several other family members to them as well and they are pleased too. I specifically want to say Jeff and Katie are the best, they've been quick to respond, patient, instructive and helpful.