Edward Jones - Haley Stevenson

Edward Jones - Haley Stevenson At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story.

We also work to help clients understand the investment world in terms they can relate to.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
08/18/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4wyACUu

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you. Let's make...
08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy. I focus on helping c...
08/12/2026

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy.

I focus on helping clients take a comprehensive view, so nothing is overlooked.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/11/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends a...
06/19/2026

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family?

A life that feels rich starts with a conversation. So, let’s talk about it. We’re here with one-on-one guidance to help you turn your dreams and ambitions into goal-based financial strategies, letting you enjoy a life you love. Let’s find your rich.

https://bit.ly/4oCknmX

No one wants to become the victim of a theft – but scammers are out there, looking for their next victims. Here’s how to...
06/17/2026

No one wants to become the victim of a theft – but scammers are out there, looking for their next victims. Here’s how to help protect yourself and your loved ones from financial fraud.

Stay informed

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with ...
06/15/2026

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with personalized strategies designed for lasting confidence. If this is something you’re interested in, let’s talk.

Address

407 Main S, Suite C
Stevensville, MT
59870

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2:30pm

Telephone

+14067771436

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