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

Sahlly J Hopesource helps prevent homelessness. Assists youth ages 18-24, and veterans through SSVF. Also manages the #OpenDoorsSleepCenter in Moses Lake for anyone that may need a safe place to sleep and want to get connected to resources offered in the community. Highly recommend anyone check them out.

Alex B Im not shur how this business is, I called to schedule an appointment to start investing and I still have yet to receive a return call. It has been 3 weeks as of 1/20/22, I feel like they either have all the clients the need or are just not interested.

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

Shawn Bell Kj

Zach Welch Professional and friendly folks. If you are looking for a holistic investment strategy you cant beat FP. Their fee is all they make. They are under no pressure to sell you anything.