Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Steve Poler, CFP®
302 S Sylvia St, Montesano, WA
98563, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Steve Poler, CFP®
What investment services does Edward Jones - Financial Advisor: Steve Poler, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Steve Poler, CFP® located?
The office is located at 302 S Sylvia St, Montesano, WA 98563, United States.
What are the office hours for Edward Jones - Financial Advisor: Steve Poler?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 2:00 PM. It is closed on Saturdays and Sundays.
How can I schedule a consultation with Steve Poler at Edward Jones?
You can schedule a consultation by visiting the online contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-poler/contact/ or by calling +1 360-249-6602.
Does Edward Jones - Financial Advisor: Steve Poler offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available on Android via the Google Play Store and on iOS through the Apple App Store for easy investment management.
What languages are supported by Edward Jones - Financial Advisor: Steve Poler?
Services are provided in English.
What nearby banking options are available close to Edward Jones in Montesano?
Nearby banks include Anchor Bank, 1st Security Bank, and Our Community Credit Union, providing convenient options for your banking needs.
Are there nearby public services near Edward Jones that clients might find useful?
Yes, the Montesano Fire Department and Montesano Bus Station are nearby, offering emergency services and public transportation options to assist clients visiting the office.
What local dining options are near Edward Jones in Montesano?
Nearby dining includes Gepetto's Italian Restaurant & Sports Bar, Bee Hive Restaurant, and Bulldog Lanes, which offers a bowling alley with dining facilities — great places to visit before or after your financial consultation.
Can I get financial services like currency exchange or money transfer near Edward Jones?
Yes, Coin Cloud Bitcoin ATM and Western Union are nearby, providing currency exchange and money transfer services close to Edward Jones' office.