Are you looking for a certified financial planner™ located in Puyallup, WA?
Laney Advisors is an independent consulting firm providing transparent financial and life planning along with consulting for special projects for individuals, families and small businesses.
Peter Laney is a CERTIFIED FINANCIAL PLANNER™ professional, a licensed life and disability agent and part-time hospital chaplain.
My clients put their trust in me because:
- I listen
- I’m loyal
- I’m not a fast talker
- I deliver great value
- I’m holistic in my approach
- I'm paid by the hour – a reasonable fee when I’m dispensing 100% unbiased, transparent consulting advice or a small commission if my clients utilize a simple fixed annuity that I might recommend
- No commitments for ongoing services & no conflicts of interest
- I don’t pretend to be all things to all people, if I don’t know the answer or have the expertise I’ll refer them out to someone I know that does
I understand that there are a good many things in life that most folks don’t care that much about. That’s why it’s a good idea to get to know a few experts – like a fee only financial advisor to give you unbiased transparent advice that is in best interest of you - the client. The best compliments I get from my clients are their referrals.
The Laney family has played a key role in Washington State’s employee benefits and financial planning consulting marketplace since 1923. I was a licensed Registered Representative with a national broker dealer firm and was an Investment Advisor Representative with a national Registered Investment Advisor firm beginning in 1992. I received my CERTIFIED FINANCIAL PLANNER™ professional.degree in 1994.
WHY USE US?
- Fee Only
- Transparent Advice
- No conflicts of interest
- No commitment for ongoing service
- I am a CFP® professional—backed by rigorous training—acting as a coach and counselor who can help incorporate all aspects of one’s finances into a personalized roadmap that inspires trust and confidence, today and tomorrow
OUR PROMISE
TO YOU
- To give great service
- To provide honest knowledgable advice
- To always advise in your best interest
- To listen to your needs
- To look at the big picture for your needs
Call Peter Laney, CERTIFIED FINANCIAL PLANNER™ today; Knowledgeable And Skilled Financial Advice
or email