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portrait of Steve Koleszar
FINANCIAL ADVISOR

Steve Koleszar

CRPC™
128 Washington Ave S, Orting, WA 98360opens in a new window
CallSend Me a Message

About Steve

Prior to joining Edward Jones, I had been a client of the firm for 12 years. I had a great relationship with my financial advisor, and now have the opportunity to provide the same great partnership and service to individuals, families and small businesses in our community.

Our branch team, including myself and branch office administrator, Taylor, places a strong emphasis on an ideal client experience, including proactive communication, a team approach and a reliable consistent process. We enjoy going the extra mile to help our clients.

Outside of the office, I serve as a board member for the charity Raise...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 2015 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Southern Oregon UniversityBachelors

Team Members

  • Taylor Rodarte
    Branch Office Administrator
    FPQP®
  • Erin Loe
    Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings

Phone

(360) 893-1787

Fax

(877) 295-8329

Office Address

128 Washington Ave S
Orting, WA 98360opens in a new window

Mailing address

P O Box 1890
Orting, WA 98360

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