Key Bank

KeyBank Consumer Banking provides you with all you need to confidently manage your financial future – from branch-based deposit and investment products, personal finance services and loans to financial, estate and retirement planning, and asset management services.

PNW Financial

PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and high net-worth clients.

Bankers Life

Bankers Life aims to provide real-life solutions through a comprehensive insurance product suite, brokerage offered through Bankers Life Securities, and Advisory Services offered through Bankers Life Advisory Services, Inc.  A defining characteristic at Bankers Life is our commitment to in-home visits with customers.  Instead of pushing our customers to toll-free numbers and web addresses to find answers and information on their own, we prefer to meet our customers face-to-face in the comfort and convenience of their own homes.

When you sit across the table from a Bankers Life agent, you’ll learn about insurance products and solutions that are appropriate for you and your family.  We take the time to get to know you – to understand your financial, health, and retirement concerns for your family and business.

Edward Jones – Jessie Nino; Financial Advisor

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.

Edward Jones – Todd Tidball; Financial Advisor

We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.

Edward Jones – Glenn Anderson; Financial Advisor

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

JC Madison, Inc

Bringing together our insurance know-how and heart-centered approach, for over 40 years we’ve been guiding clients from concern to confidence, helping them to make decisions that improve their life and the lives of those who depend on them.

Employee Benefits – Invest in your team

Medicare – Understand your options

Life Insurance – Design your legacy

Income Protection – Build a strong foundation

Long Term Care – Empower peace of mind

Edward Jones – Robert W. Morgan; Financial Advisor

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference.

Stern, Ed

Retired financial advisor, current City Councilman and President of the Association of Washington Cities (AWC).

Clarke Whitney

Clarke Whitney, CPA, Inc. is one of the leading firms in and throughout Bremerton.  By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.  Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Davis Financial Group

Serving Clients for over 40 years in tax and accounting, our firm employs Enrolled Agents and Certified Public Accountants to help you with your most complex financial needs.

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