Wingert
Financial
Services
HELPING WITH OPTIONS
BALANCING SOLUTIONS
Providing the Pacific Northwest the best in group benefits and financial services
Securities offered through Investors Capital Corporation - Member FINRA SIPC 26 Meadow Lane, Cumberland Center, ME
04021 (207)829-4673
Advisory services offered through Investors Capital Advisory Services
Our Mission
To be valued by our clients as an irreplaceable resource of financial guidance and well balanced solutions.
Refer Someone
Who do you know that could benefit from our services?
Our passion is helping others and providing service at a level that exceeds our client’s expectations. We hope that you are pleased with our services and find value in what we offer. Delivering quality service demands a great deal of time which limits our ability to market ourselves. Our best new clients come as referrals from existing clients!
What we do with your referral:
· We will attempt two phone calls where messages
are left if we are unable to reach them.
· If phone contact is not successful, we will
email or mail a postcard to introduce ourselves and offer our services.
· If our
attempts are unsuccessful, we will discard your referral and cease contact.
· Throughout the process we will keep you informed.
How you can help:
We ask that you contact the person referred to us and let
them know we will be in touch. This is also a great time to briefly inform them of the services we offer so they are aware of why
we will be contacting them.
Contact Information
Thank you!
Wingert Financial Services Incorporated is licensed as an agency in Washington State.
Jason D. Wingert is licensed as an agent/producer in WA, OR, CA(0D71592), MA, NH, TX, AZ, & MT.
Jason D WIngert is licensed to sell general securities in: WA, OR, CA, FL, GA, MA, and advisory services in GA & WA.
