OKANOGAN – Sam Buchert offers clients a wide variety of investment services through Edward Jones Investments, a full service financial firm in Okanogan. Services offered include Individual Retirement Accounts, stocks, bonds, CD’s, life insurance, annuities, education, Long Term Care Insurance, disability insurance and business retirement plans such as 401K’s.
“The goal of our business is to serve members of our community with trusted, confidential service from 401K rollovers, individual retirement accounts,to insurance, to education savings and more,” said Buchert.
A 1999 Tonasket High School graduate born and raised in the Okanogan Valley, Buchert moved back to the area in 2008 with his wife Ronee; they have four children.
Buchert said one reason he chose Edward Jones Investments over other well-known financial companies is because Edward Jones, which is structured as a partnership, has consistently ranked as one of the top companies to work for in the U.S.
“The other reason,” Buchert says, “I wanted to be able to look at the big, long term picture, and be solutions-based. I don’t want to just sell products to customers; but, instead, sit on the same side of the table with my clients to help them reach their goals.” Edward Jones was ranked by J.D. Power and Associates “Highest in Investor Satisfaction With Full Service Brokerage Firms”, in a tie in a 2015 investor satisfaction study.
Buchert also appreciates being back on his home turf, yet not fenced in by rural resources.
“I have the opportunity to work for a world class company right here in the Okanogan Valley,” said Buchert. “I have the freedom as though I were self-employed, but with thousands of people supporting me.”
Buchert used to own a small, client-focused business and intends to keep client service his main priority.
“We put our clients first, treating them as family, and offering smart solutions to help them reach their goals,” Buchert said.
His office, located at 214 Pine Street in Okanogan, will be open five days a week from 7:30 a.m. to 5 p.m. Buchert will be accompanied by his Branch Office Administrator Leanne Doney.
An open house is scheduled for Tuesday, March 1, and Buchert invites the public to “Please come by for refreshments and snacks, we’d love to me you!”
To reach Buchert at his new office phone 509-422-9771.