Jeremy Iverson, Financial Advisor located in Ephrata, WA

Financial Advisor
Jeremy V Iverson

AAMS®, CRPC™, SE-AWMA®
1529 Basin St SW, Ephrata, WA 98823opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • College Savings
  • Portfolio Reviews

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

Personal Interests

  • Fishing
  • Golfing
  • Hiking
  • Baseball
  • Camping

Team Members

  • Lora Allen
    Branch Office Administrator
  • Katherine Ogle
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 02:30PM
Sat By Appointment Only
Sun Closed

Phone

(509) 398-8445

Fax

(833) 332-3819

Office Address

1529 Basin St SW
Ephrata, WA 98823opens in a new window

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