Investors Portfolio Services, LLC

Investors Portfolio Services, LLC CFP® professionals. Always putting the client first. Retirement planning and wealth management in Puyallup, WA.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the r

ange of financial products and services we provide. Our firm works with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

We’re thankful for our amazing clients, and it’s almost time for the pie day tradition! 🥧 If you are a client and haven’...
11/07/2025

We’re thankful for our amazing clients, and it’s almost time for the pie day tradition! 🥧 If you are a client and haven’t made an order yet, give us a call by the 17th!

Milan
11/24/2024

Milan

We are excited to announce the newest member of the Investors Portfolio Services team, Zena LaRosa. Zena was born and ra...
07/16/2024

We are excited to announce the newest member of the Investors Portfolio Services team, Zena LaRosa.

Zena was born and raised in the Auburn area and graduated from the University of Washington. She has over thirteen years of experience working in business offices covering the front desk, office management, and bookkeeping positions.

Fun fact about Zena: She is a member of the Covington Quilt Guild, where she actively participates in the philanthropic group called HUGS that distributes quilts to many charities in the Auburn/Kent/Covington area.

It was a fun day yesterday as we celebrated Emme's pre-school graduation!
05/31/2024

It was a fun day yesterday as we celebrated Emme's pre-school graduation!

The passing of a friend too early.When you are loved. The numbers say it all.
03/22/2024

The passing of a friend too early.
When you are loved. The numbers say it all.

Cascade Christian Impact Auction Dog basketLamb chop needs a new home.We have some tickets if you want to support this g...
02/23/2024

Cascade Christian Impact Auction Dog basket
Lamb chop needs a new home.

We have some tickets if you want to support this great community event.

Today Frank and family gathered for the interment of his mother, Joan Gallo. It was a beautiful day at Eagle Point Natio...
01/30/2024

Today Frank and family gathered for the interment of his mother, Joan Gallo. It was a beautiful day at Eagle Point National Cemetery celebrating her memory.

12/29/2023

Unlock the secrets of tax-efficient investing in our latest video at Investors Portfolio Services! 🚀 In this new video we guide you through strategies to maximize returns while minimizing tax impact on your taxable accounts. 💡💼

12/16/2023

Address

2832 S Meridian, Suite 201
Puyallup, WA
98373

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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