What Others Are Saying
We receive a lot of frequently asked questions.
Here Are The Answers.
“I’ve had the benefit of Kerry Wallingford’s expertise and her Wallingford Financial Services staff for over 10 years. During that time I looked to Kerry for guidance with my personal investment and insurance decisions. Additionally, she provided assistance in setting up an employee benefits program for the company I worked for.
Kerry’s professionalism, knowledge and delightful personality have put me at ease when Ineed to make decisions relative to my investments. She has a knack for explaining the mostcomplicated situations in ways that makes it very easy to understand. When I ask for her recommendation, her response is usually from a “personal” standpoint — “if it was me. . .”along with a good explanation why she recommends it. An explanation that is understandable. I invariably go away feeling comfortable about my decisions.
The Wallingford staff follows Kerry’s fine example in their professionalism and expertise. They are very responsive to my questions and needs, with turn around times held to a minimum. Nothing goes unattended!
I would recommended Wallingford Financial Services without reservation. While I’ve not hadany experience with the College Planning side of the house, I can assure you that it’s every bitas good as the areas I’ve dealt with.”
Jan O – Tacoma, WA
“We’ve worked with Wallingford Financial & College Planning for six years. They have consistently met all of our needs and provided the highest levels of customer service for our organization’s medical and dental benefits. Prior to our relationship with them, we never received the service and support provided by the team. They stabilized our benefit plans by constantly exceeding our expectations and delivering solutions to our needs. Their continuing willingness to go the extra mile for our company as a whole, as well as individuals within our organization, far exceeds normal industry standards. Wallingford Financial & College Planning has proven to be a fantastic strategic partner managing our benefit needs. They are organized, diligent, timely and most important always reachable.”
Randy L – Everett, WA
“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.”
Tiffany B – Burien, WA
“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.”
Beccy S – Browns Point, WA
“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.”
Judy H. – Mukilteo
“We started our working relationship with Wallingford Financial & College Planning about three years ago and believe them to be the best in Washington State. From the beginning of our relationship, they have been consistently wonderful to work with. They tackle all our questions and concerns with the dedication and willingness to get answers in a timely manner. Besides being a joy to work with, they are take-charge individuals who are able to present creative ideas and communicate the benefits effectively. They have been instrumental in helping us decide on and implement the best medical plan to fit the company. Wallingford Financial & College Planning truly helps to enrich the lives of those around them.”
Jo Anna G – Kirkland, WA
“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.”
Teryl H – Seattle, WA
“I wanted to make sure to tell you what a GREAT job Mariah and Jennifer have done in taking care of me. I have worked mostly with Mariah over the past four years and she is fantastic to deal with: Outstanding Customer Service, Information and Ethics. I would refer anyone to Wallingford Financial due to the excellent job they do. I won’t hesitate for a second to contact Mariah again if my benefit situation changes. I really appreciate the excellent service!”