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

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Edward Jones - Haley Stevenson

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Stevensville, MT
Edward Jones - Haley Stevenson

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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.

09/24/2026

I often hear clients say, “I know I should have invested it, but I spent it instead.” That’s rarely a discipline problem; it’s a planning problem.

Windfalls feel different from regular income, which is why intention matters so much when they arrive. Learn how to help give your future self a fair chance when unexpected cash shows up: https://bit.ly/3V9Tyfa

09/22/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.

09/15/2026

What am I doing when I'm not in the office?
Well, last year my boyfriend got me into riding snowmobiles and dirt bikes so a lot of my time has been in the backcountry learning. This past weekend was spent driving to Minnesota for the Hay Days Grass Drags event for motorsports, helping out a friend with his booth, visiting with my dad & sister, checking out new things to bring into the backcountry, and meeting some amazing people.

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.

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.

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.

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

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.

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.

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.

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

Website

facebook.com

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