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Edward Jones - Financial Advisor: Tracy K Kunkel, CFP®|AAMS®
Tracy has been amazing to work with the last 5 years developing a solid plan and helping to keep me focused on the long term goal and not the daily ups and downs.
CB
cathy busch
Apr 12, 2021
5.0
Tracy cares about her clients.. she's passionate about what she does and truly wants to help people.
AS
Alison S
Feb 11, 2021
5.0
So happy I was referred to Tracy. I changed jobs during the pandemic and old me would have taken my retirement out and spent it all. Talking with Tracy she helped me realize that it was best to move the money and keep it growing. I am overjoyed that I did that. Watching my money grow each month versus not having any retirement.
Tracy explained things in a way I could understand. I never felt overwhelmed with all of the information. I understood my retirement for the first time ever. Excited to work with her for years to come!
Frequently Asked Questions About Edward Jones - Financial Advisor: Tracy K Kunkel, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Tracy K Kunkel provide?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Tracy K Kunkel at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
What are the office hours for Edward Jones - Financial Advisor: Tracy K Kunkel?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Tracy K Kunkel at Edward Jones?
You can schedule an appointment by contacting them via their local phone number +19137668709 or emailing tracy.kunkel@edwardjones.com.
Does Edward Jones - Financial Advisor: Tracy K Kunkel offer online resources or apps?
Yes, they offer mobile apps for both Android and iOS devices and have an official website with market news and insights related to IRAs.
Where is Edward Jones - Financial Advisor: Tracy K Kunkel located?
They are located at 7011 W 121st St, Suite 102, Overland Park, KS 66209, USA.
What language is primarily spoken at Edward Jones - Financial Advisor: Tracy K Kunkel?
English is the primary language spoken at this location.
Are there health and medical facilities near Edward Jones in Overland Park?
Yes, nearby health and medical facilities include Overland Park Wellness, Essential Psychiatry, Dr Irfan A Handoo, M.D., Midwest Medical Consultant, studioSMILE Orthodontics, Corporate Lakes Dental, and others.
What legal and financial offices are close to Edward Jones - Financial Advisor: Tracy K Kunkel?
Nearby offices include Kraft Law Firm, Wendy Marvin Law Office, Accurate Title Company, LLC 66209, and Land Home Financial Services, Inc.
Can visitors combine a visit to Edward Jones with childcare or educational facilities nearby?
Yes, The Learning Experience daycare and preschool as well as Corporate Lakes Education Center are nearby and may be convenient for families visiting the area.