Sound Financial Planning Inc

Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives. We manage investments holistically based on a comprehensive financial life plan. We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens. With options such as fossil fuel free portfolios, we seek to align your investments with your values.

Located in Granite Falls, WA, Edward Jones Investments stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their services go beyond mere guidance, offering personalized solutions that cover investment management, retirement planning, estate planning, and education savings programs. By providing a network of committed financial advisors nationwide, the firm places a high value on fostering enduring relationships with clients through consultations and ongoing assistance, ensuring they are well-prepared for the ever-changing stages of life. At Edward Jones Investments in Granite Falls, WA, the emphasis is on delivering individualized care to clients, focusing on crafting tailored strategies rather than delivering a one-size-fits-all, transactional experience. Their approachable and comprehensive planning makes thoughtful financial management accessible to a diverse range of investors, promoting a culture of personalized attention and dedication to each client's unique financial goals and aspirations. Generated using this brand's available information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.