Steve Poler, Financial Advisor located in Montesano, WA

Financial Advisor
Steve Poler

CFP®
302 S Sylvia St, Montesano, WA 98563opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Community Outreach
  • Aviation
  • Fishing
  • Baseball
  • Spending Time with Family

Team Members

  • Kelly Monroe
    Sr. Branch Office Administrator
  • Valerie Staten
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(360) 249-6602

Fax

(888) 878-4312

Office Address

302 S Sylvia St
Montesano, WA 98563opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.