Contact Us:
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.
Mailing address:
Wingert
Financial Services:
PO Box 13798
Mill Creek, WA 98082
Contact Us
Physical address:
16300 Mill Creek Blvd #204
Mill Creek, WA 98012
Phone: 425-385-8930 Fax 425-385-8931
INSURANCE CUSTOMER SERVICE
Benefit Questions
Claims Assistance
Enrollment & Eligibility
Terminations
Address Changes
COBRA
ID Cards
Billing Issues
Policy
Renewals
NEW INSURANCE NEEDS
Medical
Dental
Vision
Life
AD&D
Disability
Long Term Care
Medicare Sup
Critical Illness
INVESTMENT CUSTOMER SERVICE
Address Changes
Reallocate-Investment
Buy or Sell Orders
Rollover Retirement Accounts
Set Up Auto Purchase Plan
Tax Analysis
NEW INVESTMENT
NEEDS
Retirement
College Savings
Mutual Funds
Stocks & Bonds
Annuities -Fixed & Variable
Employer Sponsored Plans
ROTH & Traditional
IRAs
Oil & Gas Programs
REITS
Astrea Arguello-Hitt Extension 2002
Shelley Wingert Extension 2004
Wendy Arnott Extension 2003
Shelley Wingert Extension 2004
Astrea Arguello-Hitt Extension 2002
Astrea Arguello-Hitt Extension 2002
Jason Wingert Extension 2005
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.
