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Principal Financial Group - Lakewood (WA)

Address: 🏡 6020 Main St SW # D, Lakewood, WA 98499
Phone : +1 (253) 682-0965
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJVUl9vCABkVQRmzRtN6-N2pY

Others Near Lakewood,WA

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    • First Command Financial Advisor - Cassy Randolph - Lakewood
    Marcus Perez: Ms. Cassie was AMAZING!! She was kind and knowledgeable and it genuinely felt that she had my best interest in mind when planning out my future investments. Would not recommend anyone except her for investment advice.
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    Doosie Doosie: Jill F. was fantastic. Having little/no experience in finding decent medical coverage for our needs is daunting, but Jill was very patient, kind, timely and knowledgeable and she got us exactly what we were hoping for. We are very thankful for her being there when we needed her.
    First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP® - Lakewood
    Don McClellan: We are very happy with Jordan. He does a great job explaining our current financial status and listening to our goals and needs. He has given us great suggestions regarding as we move forward. We trust his advice.
    First Command Financial Advisor - Jayden Patterson - Lakewood
    Matthew Knoll: I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.
    First Command Financial Advisor - Mark Claudio - Lakewood
    1brokenwrench: My wife and I had a wonderful experience with Mr. Claudio. Mark is very personable, polite, professional and knowledgeable. He was more than able to answer our questions. Mark is also quick to respond with answers to questions he needed to research to give us the best possible solution(s) to our financial and retirement needs. First Command is blessed to have Mr. Claudio. The wife and I felt blessed to have such great counsel. Bravo Zulu (Job well done) to Mr. Claudio and everyone at First Command!
    First Command Financial Advisor - Ryan Feng - Lakewood
    Vy Dam: Ryan reminded me of a close friend from college for his honesty and patience. My partner and I have gained much more confidence and knowledge from just 2 times meeting with him and for someone whos new to financial planning, he patiently walked us through step by step which is super helpful. Hes definitely passionate and committed in helping his clients achieve their financial goals. Were now having a great understanding of our finance and what to do to manage and grow our money! Its never too late to start financial planning. Highly recommended!
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    Mike Daud: Lewis is very patient in answering all my question that I have which include 401k college fund, etc…straight shooter, all around great guy, will recommend everyone to him
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