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I met the staff at Wallingford Financial & College Planning in their inviting Normandy Park office. They are the very best that I have ever seen or heard in the field of financing and future college planning. I went to not one, but TWO non-fee visits with them and they evaluated our finances, gave us a plan of attack, and future ideas of what we could do for our kiddos’ college.
Wallingford Financial & College Planning has been my choice for a broker for many years now for the exceptional benefit services they provide our company and our employees. If you want great personal service, this is where you will find it. Questions are answered and problems are solved for employees with a phone call or e-mail effectively and efficiently.
After working with Wallingford Financial & College Planning for the past seven years, we have come to trust and rely on them as family. They listen to what we value and are helping us make sure our daughter is completely prepared for college.
Easily five stars. Awesome attitude and customer service. Kerry has opened my eyes to a few things I didn’t realize about the financial world. With their services, I will be better prepared to structure my retirement, kid’s college and other aspects of my financial life more appropriately.
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