portrait of Jeffery C Pleet
FINANCIAL ADVISOR

Jeffery C Pleet

ChFC®, CLU®
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Socially Conscious Investing
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Personal Interests

  • Volunteering
  • History and Museums
  • Reading
  • Photography
  • Social Responsibility

Team Members

  • Lauren Cook
    Sr. Branch Office Administrator
  • Joseph Wedekind
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(360) 679-2558

Fax

(888) 826-3912

Office Address

630 Southeast Midway Boulevard
Oak Harbor, WA 98277opens in a new window

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