Edward Jones - Financial Advisor: Nate Stevens

Edward Jones - Financial Advisor: Nate Stevens Coming from a country lifestyle a few miles outside of city limits in Moses Lake, planning for retirement was never anything I heard about.

It was a foreign concept to me for so long; however, finances were not. My dad had a small business that eventually burned down, an event which he couldn't recover from. He would always put money back into the business, so when something terrible happened, there was no plan. At that moment, I realized the importance of planning for the future and decided that helping people prepare for the unfores

eeable was a top priority to me. Edward Jones has provided me with the knowledge, tools and support needed to prepare individuals, families and businesses in our community have a financial strategy in place. My main goal is to help remove a stress point, so you can focus on what is important to you. I utilize in depth discovery process to capture your risk tolerance, financial situation, goals and values you hold close. This will be the foundation as we continue working together. From here, we will partner together to form a well-balanced strategy that will not only focus on your monetary goals but your lifestyle goals as well. Prior to joining Edward Jones, I have spent eight years in the finance industry ranging from a teller to where I am today. Some of those years, I was also working on obtaining my BA in finance at Eastern Washington University. Through these avenues, I have gained knowledge and experiences that I am eager to share with you. Outside of the office, I enjoy playing golf, traveling and watching any sport that is on. I also have three sisters that live in the Tri-Cities, so spending time with them and their families is important to me. Give me a call or send me an email to get the conversation started.

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important que...
11/21/2025

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 5...
11/19/2025

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

The Federal Reserve has cut interest rates for the second time this year. What drove this decision, and what might inves...
11/17/2025

The Federal Reserve has cut interest rates for the second time this year. What drove this decision, and what might investors expect through year-end?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Witch-ing you a spook-tacular Halloween.
10/31/2025

Witch-ing you a spook-tacular Halloween.

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to...
10/29/2025

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4qxdJi7

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adj...
10/27/2025

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an ap...
10/24/2025

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an appointment with me, so we can plot the path to help you get where you want to be.

Learn more: https://bit.ly/47mWAzb

10/22/2025

Job loss can feel overwhelming—but your financial future doesn’t have to be. If you or someone you care about has been affected by federal layoffs, I’m available to help you assess your current situation and explore strategies to stay on track financially. Small steps today can make a big difference tomorrow. I’ll be with you every step of the way.

In the meantime, here are some key steps to take following a job loss.

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Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international ma...
10/20/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

The Federal Reserve cut interest rates for the first time this year in September. What does this mean for fixed-income i...
10/17/2025

The Federal Reserve cut interest rates for the first time this year in September. What does this mean for fixed-income investors?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is im...
10/15/2025

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is improving the outlook for international equities.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

10/13/2025

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Address

4528 W 26th Ave, Suite 130
Kennewick, WA
99338

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15094913636

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