Haley Stevenson (Bitterroot Biz)

Haley Stevenson (Bitterroot Biz)

Edward Jones

I joined Edward Jones because at Edward Jones, we’re focused on you. We realize that meeting with a financial advisor can be overwhelming. That is why we create an experience that is welcoming and friendly. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We offer a complimentary review of your current financial picture in order to learn the challenges you face in becoming financially stable. We take the time to show you what to expect when partnering with us and what it takes to reach your goals.

“Haley is a bad a** when it comes to money. Having her review my financial goals was empowering and motivationg. Moving my retiremement accounts to Haley was completely simple- she did all the work. My money is working harder for me because of Haley! ”

Erin  Falagan
Erin Falagan
Marsh McLennan

“Haley makes navigating your financial goals feel approachable and stress-free. She genuinely listens, understands what matters most to you, and offers personalized strategies—not cookie-cutter solutions. I appreciated how patient she was, walking me through everything clearly and thoughtfully. If you're looking for a financial advisor who combines expertise with real care, Haley’s a fantastic choice. She offers great value and exceptional service to her clients. ”

Tate Etches
Tate Etches
Etches Media

“When it comes to financial planning for your future, Haley is top notch. She is so on top of current happenings and trends in the field, your finances will be in great hands with her. Give her a call, you'll be glad you did!”

Brian Berland
Brian Berland
Swifty Clean

“I had an excellent experience working with Haley as my financial advisor. She took the time to understand my goals and provided tailored strategies to help me achieve them. Haley was patient and thorough, answering all my questions and guiding me through the investment process with ease. I highly recommend her to anyone seeking knowledgeable and supportive financial guidance.”

Diana Filkins
Diana Filkins
Living In Missoula Montana
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