Securities offered through Investors Capital Corporation -Member
26 Meadow Lane, Cumberland Center, ME 04021 * Tel 207 829-467. Advisory services offered through Investors Capital Advisory Services. Wingert Financial Services does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances. Our associates are insurance and/or securities licensed/registered in our resident state of Washington (WA), including other states(CA,OR,MA,GA).
  This is not an offer or solicitation in any state where not properly licensed and/or registered.
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Our Mission
To be valued by our clients as an irreplaceable resource of financial guidance and well balanced solutions
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Providing the Pacific Northwest the best in financial services
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Get Started Now!
Employers are choosing Wingert Financial Services for their group benefits!
Downloads
Required Docs List
Questionaire #1(Aetna)
Employee Census
Authorization Letter
Questionaire #3 (UHC)
Questionaire #2 (BHT)
We customize programs for companies who care about the level of benefits their employees receive, are looking for guidance, and are open to innovative solutions.

Wingert Financial Services is committed to reducing costs while enriching benefit plan designs. We do this by showing many more companies than most brokers and presenting them in an easy to understand, concise format.

If your company is located solely in Western Washington State or is spread across the country, we are here to help.

We look forward to the opportunity to help you and your company!
Sample of products and services offered:

Medical
Dental
Life
Disability
Vision
Retirement
HSA
FSA
Cafeteria Sec 125
Voluntary Group Dental, Life, Disability, Vision
Voluntary Employee Owned Products
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Cost Tool Download
Calculate the actual cost of benefit contributions