Broker Check
Dave Ramsey Endorsed Local ProviderKerrigan Financial ManagementDivider

1601 Cooper Point Road NW
Olympia, WA 98502
360.866.2345 ext. 405

LinkedIn

Products & Services

We provide assistance in the following areas:


Investments


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning


  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance