Edward Jones - Financial Advisor: Steve Poler, CFP® - Montesano (WA)

Carolyn Mitchell My wedding ring set is absolutely stunning. I have had a wonderful experience here; the staff is friendly and helpful. I have owned my ring for a little over a year, and it has held up very well. The company has periodically contacted us to remind us to bring the rings in for cleaning and inspection. My spouse and I could not be happier with the customer service and quality we received. I would absolutely recommend them to family and friends.

Ronda Madlock We started a relationship with southhill puyallup, wa branch in 2019, we are always greeted by name and they all stop to chat. They even helped with bonds We were struggling with. All round awesome Ladys.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Eric McIntyre Tejinder is providing great customer service…100% recommendation

Brandon J Larry was super knowledgeable of the process and kept us informed every step of the way. He was always available and went above and beyond at a moments notice. Great service from a great guy!

Casanova They actually open at 9am

Josh Smylie New owner same white

Cheryl Forsman These lady are very helpful and enjoyable to do business with. Moving from Mtn. Home, Idaho and spoiled at that branch Robie took very good care of us. They gal do to. Thank you.