Edward Jones - Financial Advisor: Tracey H Bourdon

4.6
9 reviews
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Business Details

290 Cypress Gardens Blvd, Winter Haven, FL
33880, United States
(863) 259-4109
https://www.edwardjones.com/us-en/financial-advisor/tracey-bourdon
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About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Tracey H Bourdon
290 Cypress Gardens Blvd, Winter Haven, FL
33880, United States

Hours

Reviews

4.6
9 reviews
5 stars
8
4 stars
0
3 stars
0
2 stars
0
1 star
1
  • HC
    Hunter Campbell
    Oct 26, 2023
    5.0
    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.
  • DT
    Denise Tessier
    Dec 23, 2022
    5.0
    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.
  • AS
    APRIL SPAULDING
    Feb 4, 2022
    5.0
    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.
  • HP
    Heather Pyle
    Apr 29, 2021
    5.0
    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.
  • DL
    Dark Matter Creative, LLC.
    Feb 26, 2021
    5.0
    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.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Tracey H Bourdon

What kind of financial services does Edward Jones - Financial Advisor: Tracey H Bourdon provide?

They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

Where is Edward Jones - Financial Advisor: Tracey H Bourdon located?

The office is located at 290 Cypress Gardens Blvd, Suite 2, Winter Haven, FL 33880, United States.