How We Can Assist Your Business

Wallingford Financial, is a Seattle based independent agency providing employee benefits services to Puget Sound businesses and families since 1986.  We are driven to exceed our clients expectations every day.  We do this through outstanding customer service and our family focus.  We are able to provide creative solutions in an environment of escalating costs and decreasing benefits.  From the owner to the employees every person is considered in our recommendations. 

Knowing who you are and understanding what you need enable us to design, implement and maintain competitive benefit packages. The staff at Wallingford Financial & College Planning, Inc. can save hours of your valuable time by being an extension of your human resources department. Attracting and retaining valuable employees should be your focus; creating solutions to help you with that focus is our joy.

Learn About Business Planning

Complimentary One-Hour Consultation!