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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 |
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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
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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!
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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. |
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