Jeffery Pleet, Financial Advisor

Financial Advisor
Jeffery C Pleet

ChFC®, CLU®
630 Southeast Midway Boulevard, Oak Harbor, WA 98277opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Sustainable investing
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Personal Interests

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

Team Members

  • Helena Pleet
    Associate Financial Advisor
  • Ajoney Smalls
    Branch Office Administrator
  • Joseph Wedekind
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(425) 397-2312

Fax

(888) 826-3912

Office Address

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

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