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Penn Cove Financial

Our mission is to help people reach their life goals by providing personalized, relationship-oriented service. We create value for our clients by offering objective, comprehensive, fee-only financial planning. We believe a professional fiduciary responsibility and complete confidentiality are essential to this goal.

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Our mission is to help people reach their life goals by providing personalized, relationship-oriented service. We create value for our clients by offering objective, comprehensive, fee-only financial planning. We believe a professional fiduciary responsibility and complete confidentiality are essential to this goal.
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Penn Cove Financial | randywall.net Reviews

https://randywall.net

Our mission is to help people reach their life goals by providing personalized, relationship-oriented service. We create value for our clients by offering objective, comprehensive, fee-only financial planning. We believe a professional fiduciary responsibility and complete confidentiality are essential to this goal.

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Penn Cove Financial - About

http://www.randywall.net/wall/pages/blog.htm

It still remains to be seen whether these changes are going to be enough to have a positive impact on unemployment, and it still could be a while before we absorb the excess supply in the housing market. Until those two things get back to something close to normal, we may continue to see profits for American corporations but it's not going to be a gangbusters boom-time economy anytime soon.

2

Penn Cove Financial - Links

http://www.randywall.net/wall/pages/links.htm

Basic Investing principles American Association of Individual Investors. Current market information Yahoo! FINRA Investor Education Save and Invest.org. Basic mutual fund information Morningstar. These organizations primarily serve financial planning professionals, but have sections devoted to the investing public. Certified Financial Planner Board of Standards. Securities and Exchange Commission. Financial Industry Regulatory Authority. Washington State Department of Financial Institutions.

3

Penn Cove Financial - About

http://www.randywall.net/wall/pages/about.htm

About Penn Cove Financial. Penn Cove Financial, LLC is a fee-only. Comprehensive financial planning firm located in Oak Harbor, WA. We provide services primarily to middle income clients and small business owners. As an independent adviser, Penn Cove Financial is able to offer clients objective, unbiased financial guidance. Insurance and Risk Management. Balancing the objectives of preservation and growth. To design and implement an investment policy tailored to meet your specific needs.

4

Penn Cove Financial - How

http://www.randywall.net/wall/pages/how.htm

How does the Financial Planning Process work? The Financial Planning Association defines Financial Planning as an ongoing process involving taking stock of all existing resources, creating a plan to utilize them, and systematically implementing the plan to achieve short-and long-term goals. They stress the plan has to be monitored and reviewed periodically so any necessary adjustments can be made, to assure that it continues to move you toward your financial goals. 4 Develop and present the financial plan.

5

Penn Cove Financial - Bio

http://www.randywall.net/wall/pages/bio.htm

Biography of Randall R. Wall. Mr Wall began investing with his first mutual fund purchase in 1983. He has continued his study of investments and financial planning ever since, becoming a member of the American Association of Individual Investors in 1984. He went on to complete a Bachelor of Science in Business Administration (cum laude) at Chapman University, and a Master of Business Administration degree at Columbia College of Missouri. Mr Wall is a member of the Financial Planning Association, the CFA ...

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Penn Cove Financial

Our mission is to help people reach their life goals by providing personalized, relationship-oriented service. We create value for our clients by offering objective, comprehensive, fee-only. Financial planning. We believe a professional fiduciary responsibility and complete confidentiality are essential to this goal. For more information about the company, and to see if our services are right for you, call for a no-obligation appointment. Hours: 8 AM to 5 PM, Monday - Friday. Phone : (360) 632-0946.

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