Financial Planners near Gig Harbor

“Working with Benjamin at Briarwood Financial has been an absolute pleasure. From our first conversation, he demonstrated deep financial expertise, integrity, and a genuine commitment to helping me reach my goals. He took the time to understand my needs, provided clear and personalized advice, and made the entire process smooth and stress-free. It's rare to find someone who is not only highly knowledgeable but also truly cares about their clients. I highly recommend Benjamin and the team at Briarwood Financial to anyone seeking trustworthy and professional financial guidance.“

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“Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!“

“Nathan genuinely wants to help people grow their wealth. He does not try to sell you things you do not need. All in all, this was a very pleasant and stress-free meeting about my finances.“