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Established in 2014 by Jeff Pickering, Penny Lane Financial has quickly become a trusted destination for comprehensive financial solutions. Our primary objective is to simplify our clients' lives by offering a convenient one-stop-shop for all their financial needs. Headquartered in Tacoma, Washington, we specialize in providing expert guidance and innovative strategies for successful outcomes and peace of mind.

Jeff recognized the hassle of having to consult multiple professionals for financial services, mortgage lending, and insurance. With that in mind, he built a team at Penny Lane Financial that possesses the knowledge, licenses, and experience necessary to develop comprehensive financial options that cover all aspects of our clients' lives. While many financial service providers claim to consider the big picture, our team sets itself apart by truly supporting that vision with our professional expertise.

At Penny Lane Financial, we foster a culture of engagement where our team members are deeply committed to their work. We prioritize building meaningful relationships with our customers and partners, ensuring that we bring value and a sense of camaraderie to our work environment. Our goal is to create an atmosphere where everyone feels captivated by their contributions and inspired to make a positive impact.

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ABOUT US

We Help You Plan For The Road Ahead

Meet Our Team

Get to know our exceptional team of experienced, educated specialists who will provide you with the best possible advice and service.

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Jeff Pickering

President and Founder

Developer

WA and AZ Insurance Licensed Life, Property, CasualtyWA Designated Broker/Owner NMLS #294795

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Katie Parker

Operations Manager

Developer

WA Insurance Licensed Life,Disability, Property, Casualty

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Jeff Cathersal

Financial Advisor

Developer

Securities and Insurance Licensed

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John Williamson

Financial Advisor

Developer

Securities and Insurance Licensed

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Xenia Toderenciuc

Insurance Specialist for Home/Auto/Umbrella

Developer

WA Insurance Licensed Life, Property Casualty #1093083

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Rosemary Godwin

Senior Loan Officer

Developer

Eastern WA Branch Manager

NMLS #272677

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Terry Rutland

Senior Loan Officer

Developer

NMLS #406290

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Becky Conner

Senior Loan Officer

Developer

NMLS #121184

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Tina Steele

Certified Reverse Mortgage Specialist

Developer

NMLS #250989

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Matt Allen

Senior Loan Officer

Developer

NMLS #121232

We're on a mission to transform your financial experience.

We offer essential financial services, and our goal is to make your life easier by bringing all your financial needs under one roof, we simplify the way you manage your finances.

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Tabitha Cesarano

Senior Loan Officer

Developer

NMLS #1408423

CONTACT US
Get expert advice from a local and friendly company. 
ADDRESS

1804 W Union Ave, Suite 202, Tacoma, WA 98405

OFFICE HOURS

Monday to Friday

9:00 am - 5:00 pm

PHONE

253-327-1177

EMAIL
You can also visit us; we'd love to meet you.
Penny Lane Financial - Trust and Expertise in Financial Services.

Important Disclosures

Equal Housing Lender:
Penny Lane Financial, LLC is an Equal Housing Lender. As prohibited by federal law, we do not engage in business practices that discriminate on the basis of race, color, religion, national origin, sex, marital status, age (provided the applicant has the capacity to contract), because all or part of the applicant's income derives from any public assistance program, or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act.

NMLS Consumer Access:
Our NMLS number is 1905686. WA – MB1905686 AZ – 1034711  You can verify our licensure status and find more information about our company at the NMLS Consumer Access website: https://www.nmlsconsumeraccess.org/ WA – MB1905686 AZ – 1034711

Terms and Conditions:
The loan terms and conditions provided by Penny Lane Financial, LLC are subject to change without notice. All loan approvals are subject to underwriting guidelines and credit approval. Not all applicants will qualify. Interest rates and annual percentage rates (APRs) are based on current market conditions and are subject to change.

Mortgage Loan Information:

  • Loan Types: We offer a variety of mortgage loan options, including fixed-rate mortgages, adjustable-rate mortgages (ARMs), FHA loans, VA loans, and jumbo loans.

  • Interest Rates and APRs: The interest rates and APRs provided on our website are estimates and are subject to change based on market conditions and borrower qualifications. Please contact us for the most current rates.

  • Loan Fees and Costs: Mortgage loans may involve fees, including origination fees, appraisal fees, credit report fees, and other closing costs. These fees will be disclosed to you during the loan process.

Consumer Rights and Responsibilities:
As a borrower, you have the right to receive a Loan Estimate within three business days of submitting a complete loan application. This document provides important details about the loan terms, estimated costs, and other important information. You also have the right to receive a Closing Disclosure at least three business days before your loan closing, which outlines the final terms and costs of your loan.

Homeownership Counseling:
If you are experiencing financial difficulties or have questions about your mortgage loan, you may seek assistance from a HUD-approved housing counseling agency. For a list of HUD-approved counseling agencies, visit the HUD website at https://www.hud.gov/program_offices/housing/nationally_hud_approved_housing_counseling_agenciesdirectory

 

Insurance License:
Penny Lane Financial, LLC holds life, disability, property and casualty insurance licenses in WA and AZ, NPN #17702278. We are committed to providing comprehensive financial services, including insurance products, to meet the diverse needs of our clients. Regulated by Washington State Insurance Commissioner at https://www.insurance.wa.gov/

Privacy Policy:
We are committed to protecting your privacy and ensuring the security of your personal information. For details on how we collect, use, and safeguard your information, please review our privacy policy here.

Contact Us:
If you have any questions or need further assistance, please do not hesitate to contact us at 253-327-1177 or email to vip@pennylanefinancial.com.

Penny Lane Washington

Check us out  

Penny Lane Financial NMLS #1905686 WA State, NMLS #1034711 AZ State

 

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NMLS Consumer Access - click here

EQUAL HOUSING LENDER

 

All Rights Reserved © 2017 - 2024 Penny Lane Financial LLC .

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