Harbor Tech Financial

At Gig Harbor Financial Services, we understand that every individual is unique, with their own story, values, and life goals. That's why we take a personalized approach to financial planning, tailored to your specific needs and aspirations. Our team of experienced professionals, including two Certified Financial Planners (CFP) and two Certified Public Accountants (CPA), is dedicated to helping you achieve your financial goals and pursue a life of purpose and fulfillment.

Our Story

For over four decades, our team has been committed to providing exceptional financial guidance and planning services to individuals and families. Our advisors take the time to understand your individual circumstances, values, and goals, and develop customized strategies to help you achieve your financial objectives. We believe in building long-term relationships with our clients, based on trust, transparency, and open communication.

Our Services

At Gig Harbor Financial Services, we offer a comprehensive range of financial services, designed to help you achieve your goals and secure your financial future. Our services include:

• Financial Planning: We take the time to understand your unique financial situation, goals, and values, and develop a personalized financial plan tailored to your needs.
• Investment Management: Our team of experienced advisors will work with you to develop an investment strategy that aligns with your financial goals and risk tolerance.
• Estate Planning: We help you create a comprehensive estate plan, ensuring that your assets are distributed according to your wishes and minimizing tax liabilities.
• Retirement Planning: Our expert advisors will work with you to develop a personalized retirement plan, helping you achieve the financial security and peace of mind you deserve.
• Tax Planning: We will work with you to identify opportunities to minimize taxes and optimize your financial situation.
• Insurance and Risk Management: Our team will help you develop a comprehensive risk management plan, ensuring that you have the necessary protection to safeguard your financial security.

Meet Our Team

At Gig Harbor Financial Services, we're proud to have a team of experienced and dedicated professionals who are committed to helping you achieve your financial goals. Our team includes:

• Doug Collier, CPA: With over 35 years of experience in the financial industry, Doug is a trusted advisor and financial expert. He has a passion for helping individuals and families achieve their financial goals and has guided many through the financial planning process.
• Josh Collier, CFP: Josh brings a unique perspective to financial planning, combining his business and non-profit experience with his passion for helping individuals and families achieve their financial goals.
• Brian Bronk, CPA, CFP: Brian is a dually certified CPA and CFP, with extensive experience in wealth management and financial planning. He is dedicated to providing personalized service and guidance to his clients.

Our Partnerships

We partner with LPL Financial, a leading provider of financial planning and investment management services. Our partnership allows us to offer a comprehensive range of financial services and solutions to our clients.

Get Started

We invite you to explore our website, learn more about our services, and get in touch with us to schedule a consultation. Our team is committed to helping you achieve your financial goals and pursuing a life of purpose and fulfillment.