Wingert  Financial Services

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ABOUT US
 
Wingert Financial Services is a full service financial services firm that works with individuals and business owners to provide high quality investment and insurance products. In 2001 the company was relocated from the Boston area to Mill Creek Washington. While their client base is primarily in Washington, They service clients in several other states across the country.  

They are aligned with over 40 leading insurance companies and Investors Capital Corporation. Investors Capital Corporation is a securities firm, which enables them to offer investments. Investors Capital caters to independent minded representatives who seek autonomy and a vast array of products. For both investments and insurance, Wingert Financial Services' list of products and services is tremendous. Helping individuals and business owners achieve their wants, needs, goals, and dreams by listening and offering excellent products and services is what Wingert Financial Services does best.

Very often their clients tell them "your approach is refreshing and without pressure". The response is always the same, "We don't try to sell you, we simply present you with options".


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MISSION

 

To be valued by our clients as an irreplaceable resource of financial guidance and well balanced solutions.
 
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JASON D WINGERT Jason D Wingert

Born August 19th 1967, Jason grew up in the Los Angeles area.  He and his wife Shelley moved to Washington in 2001 to be closer to family.  Shelley is originally from the Seattle area and most of Jason's family had relocated to the Pacific Northwest. After 15 years of successfully running a multi-million dollar business, Jason found the financial services industry to be an excellent field, for helping others become financially secure.  For a brief period he was a high school instructor.  He has always enjoyed helping others, and makes it a priority to educate his clients so they are able to make solid financial decisions.  When not working or spending time with his children Tyler, Justin, and Amanda, Jason enjoys golf, hiking, and fresh water fishing.  Jason's goal is to ensure his clients and their families are properly insured and on the road to a wonderful retirement. 

 

CONTACT US

MAIL:
PO Box 13798
Mill Creek WA 98082


EMAIL:
Jason D Wingert
Shelley Wingert
April Christie
Astrea Arguello-Hitt
Wendy Arnott


PHONE:
FAX:
(425) 385-8930
(425) 385-8931

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Do you or someone you know.............

h Spend more time planning vacations than retirement?

h Want to save for a child's education?

h Not really understand an employer's life and disability income insurance plan?

h Spend too much money on medical insurance?

h Feel like the IRS is getting too much?

h Plan to care for a parent or sibling in the future?

h Contribute to a 401(K) and not understand the plans options?

h Have retirement plans with previous employers?

h Not fully understand the impact of inflation and taxes?

h Not have a will or trust?

h Feeling trapped in an investment property because potential taxes?

h Wish to invest but are not sure how to go about it?

If you answered yes to any of
the above questions, contact
  us to learn about the options
available to you!


Securities offered through Investors Capital Corporation- Member FINRA/SIPC
26 Meadow Lane
, Cumberland Center, ME 04021
* Tel 207 829-4673
Advisory services offered through Investors Capital Advisory Services
 
Jason D. Wingert is licensed to sell general securities in: WA, OR, CA, FL, GA, MA, NJ, and Advisory Services in WA.   Wingert Financial Services, Inc is doing business as Wingert Financial Services.  Wingert Financial Services, Inc is licensed as an insurance agent/agency in the state of Washington.  Jason D Wingert is a licensed insurance agent or producer in: OR, CA (0D71592), MA, NH, TX, ID,CO, AZ, MT, IA, IL, WA.