Pace Wealth Advisors

Pace Wealth Advisors is a Financial Planner in Puyallup, WA, located at 629 2nd St SE Ste A. The firm provides tax-efficient retirement planning and financial planning solutions to clients throughout Washington. It holds a 5.00 rating based on customer reviews.

The firm operates through a three-step process involving discovery, evaluation using the Pace Retirement Guide, and the creation of personalized strategies. Led by CEO and President Jacob E. Hall, the team focuses on wealth planning, tax planning, and financial safety, income, and growth. Their services include retirement income strategies, wealth management, annuities, investments, and IRA or 401(k) rollovers. To assist with wealth preservation, they offer asset protection strategies, life insurance, tax-efficient strategies, and long-term care strategies. The firm also provides guidance on giving assets through IRA legacy planning and can refer clients to professionals for trusts, probates, charitable giving, and estate planning.

Jacob E. Hall has been in the industry since 2003 and holds Series 6, 63, and 65 securities exams, along with life and health insurance licenses in Washington. He holds a master’s degree in ministry leadership from Faith Seminary in Tacoma, Washington. After starting as a mortgage originator and founding Hall Consulting to aid clients impacted by the 2008 housing crisis, he founded Pace Wealth Advisors. Jacob volunteers with local organizations such as the Puyallup Lions Club and enjoys running in Puyallup and the surrounding area.

Pace Wealth Advisors provides specialized retirement and wealth management services for individuals and families in Puyallup.

Pace Wealth Advisors is situated on 2nd St SE in Puyallup, WA, just steps from 3rd Street Southeast and roughly a tenth of a mile from South Meridian. The office is also near the City of Puyallup City Hall and the Veteran's Memorial, both located about a fifth of a mile away.

BizScoreAI gives Pace Wealth Advisors a Content Quality score of 100 out of 100, meaning its website clearly describes its services and answers customer questions in a way that AI assistants can quote directly. The firm receives a Technical score of 96 out of 100.