You've worked hard to get where you are. You've tackled challenges along the way, used strong resolve and made good choices to provide a lifestyle you want to grow and protect. If you want to partner with a team who takes the time to understand; listens to your story; is responsive; and is always accessible when you need them; my team is the team for you. Our clients are always raving that they feel like our number one priority and that we're the most accessible team they've worked with.
My team excels at helping people through difficult financial life transitions; from losing/switching jobs, divorce and deaths in the family, to preparing for a big transition into retirement. A sound financial strategy comes from knowing your personal situation and not just from picking good stocks and bonds. There are many amazing strategies for these difficult times that are applicable, but not applied in a cookie-cutter fashion. Your individual story matters! Your preferences are what my team wants to understand. That's why we are here, to personalize and maintain a wealth strategy for you that can help you feel safe, comfortable and is something you can get excited about.
I have experienced times in my life where I didn't feel heard by a professional that was supposed to be working for me; I never want you or your family to feel this way. Over 17 years ago, I chose this single track to focus in the investment world, to help you and your family not only grow and protect what's yours, but to understand it and hopefully get excited about the future ahead.
We would love to hear your story and get to work for you. Please reach out for a quick introduction. We would love to talk with you.
Pia D. Meyer
- Divorce Finances
- Retirement Savings Strategies
- Employee Stock Options
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Health & Nutrition
- Movies & Entertainment
Phone NumberPia D Meyer at (360) 449-6198
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||07:30AM - 02:30PM|
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