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

joe jonart extremely informative and helpful. Great website, and the ability to contact folks on the phone if necessary. Thanks.

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.

Michelle Z. We’ve been using them for over 20 years! Always happy. Sound advice, solid work.

Taylor Bryant I have been using Red Canoe for both my business and personal banking for almost five years now, and I can confidently say that this bank provides the best service in every aspect. It truly enhances my experience knowing that all the tellers recognize me by name when I drive up to the drive-thru. This personal touch reinforces my belief that I made the right choice in selecting this bank.

Mitsy Hunter Mikes consultations are highly personal—theres no cookie cutter one-size-fits-all solution at Tru FInancial. He’s knowledgeable, and is willing to take the time to share his knowledge with his clients. I always know what I’m investing in with Mike, and I trust his advice. I think Mikes approach to is attractive to people who may have felt condescended to or bowled over in their financial planning in the past. I used to get nervous when it was time for the yearly financial review, but with Mike, I feel in control, have clear goals, and know where to turn when I have questions or concerns. He gets my five stars!

Jen & Zeb Rodes Jarrod is very knowledgeable in accounting and the supported technical applications. He is always able to answer all our tax questions. He does a great job of knowing new laws/rules and is able to explain them in a way that I can relate to. He has been super helpful in understanding the small business supports that have come out in 2020. He is always able to give details on why something needs to be done a specific way so that I am able to see the bigger picture. I appreciate his dedication and assistance!

Dave Grainger Excellent service, nice people with whom to deal. That person doing theater costumes must be a sore head!