Edward Jones - Financial Advisor: Tracey H Bourdon - Winter Haven, Florida

Edward Jones - Financial Advisor: Tracey H Bourdon

Address: 290 Cypress Gardens Blvd #2, Winter Haven, FL 33880

Phone: 32594109

Website: edwardjones.com

Characteristics

Tracey H Bourdon, as a Financial Advisor at Edward Jones, offers a range of financial services, including financial consulting, finance broking, investment services, and stock broking. She is a knowledgeable and experienced professional who takes great care of her clients, providing them with personalized advice and guidance to help them achieve their financial goals.

Specialties

• Financial Consultant
• Finance Broker
• Investment Service
• Stock Broker

Other Points of Interest

Tracey's office is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended to ensure a smooth and convenient experience for clients.

Opinions

Tracey has received overwhelmingly positive reviews from her clients, with many praising her exceptional knowledge, care, and professionalism. She is considered one of the best financial advisors in town, and is highly recommended to anyone looking to maximize their savings and investments.

Average Opinion

With an average rating of 5/5, it's clear that Tracey has a reputation for delivering outstanding service and results. Her clients appreciate her honesty, expertise, and dedication to their financial well-being.

Recommendation

If you're looking for a trusted and knowledgeable financial advisor, Tracey H Bourdon at Edward Jones is an excellent choice. With her extensive experience and personalized approach, she can help you achieve your financial goals and achieve peace of mind. Visit her website or contact her directly to schedule an appointment and take the first step towards securing your financial future.

👍 Reviews of Edward Jones - Financial Advisor: Tracey H Bourdon

Wayne H.

5/5

Tracey is an amazing, caring and knowledgeable financial advisor and I would even dare say one of the very best in town! I highly recommend her to anyone looking to maximize their savings and $ in general

Michele

5/5

I highly recommend Tracey to anyone looking for an honest, knowledgeable, and experienced advisor. She is very trustworthy and takes great care of her clients. She is very thorough and easy to work with!

Denise T.

5/5

Tracey is my personal financial advisor but I also recommend her to my own estate planning clients because she is empathetic, caring, and takes time to listen to her customers before recommending a plan. She does not push products but is a trusted advisor who loves to educate others about how to best manage their finances. She goes the "extra mile" to give personal attention and is very patient with those who get confused by financial terms and principles.

APRIL S.

5/5

I would highly recommend Tracey to anyone wanting to know more about building and reaching their financial goals. She can help you develop a plan even if you only start with $100. One of the many things I absolutely adore about Tracey is she goes above and beyond for her clients and fellow colleagues. She listens to your needs and helps fill them even it it has nothing to do with Edward Jones. She has built so many personal relationships with the community that she can direct you to the right person or business. If you need a Will or Trust, if you need a house cleaner, if you need a HVAC help, if you need a REALTOR...Tracey knows just about anyone for the job! Tracey is a very caring, reliable and trustworthy individual and I can't thank her enough for all she does.

Dark M. C. L.

5/5

Tracey is a very dependable reliable person. As a financial investor she has a lot of different options for building portfolios for individuals with disposable income down to individuals who may only be able to contribute $250 a month. Tracey is very knowledgeable and can work with any size investor and build a portfolio that will meet their needs.

Heather P.

5/5

In the short time I've known Tracey, I have observed her stellar work ethic, deeply caring personality and vast amount of knowledge in many fields. This affords her the ability to soar above all others when it comes to investing and to be the best choice as an advisor for your finances.

Hunter C.

5/5

Tracey is awesome. She takes a meticulous approach to ensure that her clients are cared for and set up in the best possible position for the future.

Jimmy S.

5/5

Tracey stays on top of things and is quick to respond and address any questions you might have. She takes the time to explain things in detail. leaving you feeling reassured and confident. Besides all that she's very friendly and easy to talk to. AAA+++