CALIFORNIA CONSUMER

We provide guidance on investments, financial advice, retirement planning, money management, tax-efficient strategies, and estate planning... Flash forward to 2010. We realized that people still need to entrust someone with their dream for a better life. We wanted to help navigate families to prosperous lives and financial security; we wanted to be dependable. That meant providing personalized, meaningful advice that helps people reach financial success... Today, our team proudly offers more than 100 years of expertise helping clients navigate their career, retirement, and legacy. Combining the elite knowledge from several large firms with the concierge-level service of a small business, Conestoga Wealth Partners is part of a new era of financial service firms committed to providing honest advice and solutions that are in the best interest of clients. At Conestoga, it is entirely, unconditionally about you. We are at your service.

Primary location: Gig Harbor United States