Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
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Edward Jones - Financial Advisor: Hailey Percival, CFP®
If you are looking for a financial advisor I highly recommend Hailey. I've worked with her as her Office Administrator and now as a retired individual. She is very smart and has her finger on the pulse of the financial world. She listens to you and has a gift of being able to understand what you need and how to get you to your goals. If you have never worked with an advisor before, and are ready to take that first step, I highly recommend Hailey.
DM
Diane Miller
Aug 14, 2024
5.0
I have every confidence in Hailey's advice regarding my investment plan. She really cares.
CC
Cory Cachola
Apr 11, 2024
5.0
I have been with Hailey for three+ years now.
She is more than a financial advisor, she is a financial STRATEGIST who understands the "whole person" in the same way a good CEO or CFO understands the whole business -- not just from a generic leadership playbook.
Financial investment matters are always complex, and as such it takes a true strategist with depth and experience to understand and create effective solutions for customers based on their keen understanding of the customer's financial journey, where they're at right now, where they want to go, what values they hold, what barriers are holding them back from achieving their goals, and how to strategically customize their portfolio to meet these needs.
To effectively guide people through their financial journey, one must understand the customer journey and establish an unparalleled level of trust with them.
Hailey possesses all of those unique abilities in spades, and on top of that is a terrific person with rock solid values in ethical investing with a vision of making the world a better place.
This goes well beyond your average financial advisor.
If you've read this far into the review, you've just found yourself the financial strategist you've been looking for named Hailey Percival.
BC
Building Blocks Early Learning Center
Feb 26, 2024
5.0
Hailey has been a gift to me and my team. She's a strong critical thinker who is fast on her feet. I have seen great gains in our financial portfolio with Hailey's help. She cares deeply for her clients and always answers her phone and email messages. That is a rarity these days in business. It is such a gift to me. ~Gina
SM
Sherren McMath
Feb 15, 2023
5.0
Hailey has done a great job with my finances and counseling be regarding my future financial needs. She is very easy to work with and really cares.
Frequently Asked Questions About Edward Jones - Financial Advisor: Hailey Percival, CFP®
What financial services does Edward Jones - Financial Advisor: Hailey Percival, CFP® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the office hours of Edward Jones - Financial Advisor: Hailey Percival, CFP®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Hailey Percival at Edward Jones?
You can call at +1 503-922-0500 or email hailey.percival@edwardjones.com.
Where is Edward Jones - Financial Advisor: Hailey Percival, CFP® located?
The office is located at 1260 SE Lambert St, Suite 103, Portland, OR 97202, USA.
How can I schedule a consultation with Hailey Percival?
You can schedule a consultation by visiting their online contact page at https://www.edwardjones.com/us-en/financial-advisor/hailey-percival/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Hailey Percival, CFP®?
Services are provided in English.
Are there any nearby dining options to Edward Jones - Financial Advisor: Hailey Percival, CFP®?
Yes, nearby restaurants include Wei Wei - A Taste of Taiwan (Taiwanese and Asian cuisine), a Cena Ristorante (Italian), Sunny's Pizza, and Reverend's BBQ (barbecue), offering great dining before or after your visit.
What nearby services can I use in the area around Edward Jones's office?
Nearby services include Style By Stephy and Theo Rose for beauty and hair salons, Oregon Running Clinic for physical therapy, and Cadence Academy Preschool for child care.
Where can I find refreshments or coffee close to Edward Jones - Financial Advisor: Hailey Percival?
Yours Truly is a nearby coffee shop and cafe where you can enjoy coffee or smoothies before or after your appointment.
Are there convenient banking options near the Edward Jones office?
Yes, Columbia Bank and ATMs like LibertyX Bitcoin ATM and ATM - Columbia Bank are nearby for your banking needs.