Business Details
About
Investment ServiceEdward Jones
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 stars0
3 stars0
2 stars0
1 star
1
- MMMicheleAug 15, 20245.0I 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!
- ASAPRIL SPAULDINGFeb 4, 20225.0I 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.
- JSJimmy SpinMar 10, 20215.0Tracey 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+++
- DLDark Matter Creative, LLC.Feb 26, 20215.0Tracey 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.
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.
What are the business hours for Edward Jones - Financial Advisor: Tracey H Bourdon?
They are open Tuesday through Friday from 8:00 AM to 5:00 PM and closed on Monday, Saturday, and Sunday.
How can I contact Tracey H Bourdon at Edward Jones?
You can reach them by phone at +1 863-259-4109 or email at tracey.bourdon@edwardjones.com.
Is it possible to schedule a consultation with Edward Jones - Financial Advisor: Tracey H Bourdon online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/tracey-bourdon/contact/.
Which languages are supported by Edward Jones - Financial Advisor: Tracey H Bourdon?
Services are provided in English.
Does Edward Jones - Financial Advisor: Tracey H Bourdon offer any tools to help with retirement planning?
Yes, they feature a Retirement Savings Calculator available online to help you prepare for your future.
What nearby real estate services could I visit along with Edward Jones in Winter Haven?
Nearby real estate agents and services include Coldwell Banker, The Troller Group, Marilyn Ridge Realtor, and Katie Schmid of Coldwell Banker Realty.
Are there any community centers or libraries near Edward Jones - Financial Advisor: Tracey H Bourdon?
Yes, Central Florida community center and library is nearby, offering a place for local events and resources.
What other professional services are located near Edward Jones - Financial Advisor: Tracey H Bourdon?
Nearby professionals include The Turnbull Firm for legal services and Vertical Lending for mortgage and financial services.