Wallingford Financial & College Planning Services


About

At Wallingford Financial we are passionate about helping your family achieve financial success. The best way to fulfill our responsibility, as your trusted advisor, is by getting to know who you are and what you really want out of life. By clearly understanding your priorities we are able to create, implement and monitor your Life Plan. ke sure we are on the same page when it comes to defining your financial aspirations. The more precise information you have, the better decisions you can make to achieve your personal financial goals and objectives. We look at the whole picture to help you understand where you stand and what you can do. We focus on helping you protect what you love.At Wallingford Financial we are passionate about helping your family achieve financial success. The best way to fulfill our responsibility, as your trusted advisor, is by getting to know who you are and what you really want out of life. By clearly understanding your priorities we are able to create, implement and monitor your Life Plan. As your Trusted Advisor our priority is to make sure we are on the same page when it comes to defining your financial aspirations. The more precise information you have, the better decisions you can make to achieve your personal financial goals and objectives. We look at the whole picture to help you understand where you stand and what you can do. We focus on helping you protect what you love.


Additional Information

Name of Rotarian Kerry Wallingford

Planning for your finances give yourself the time

Contact

236 SW 171st St
Seattle, Washington 98166
United States

Fax: 206-241-8051

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Features

  • Life insurance
  • Health insurance
  • Income protection insurance
  • Long Term Care insurance
  • College funding strategies
  • Retirement income strategies
  • Medicare Supplement and Advantage plans
  • Debt reduction and budget planning
  • Paul Harris

Hours

Mon - Fri 8:00 am - 4:00 pm
Contact

206-241-2634


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