Edward Jones - Financial Advisor: Colin J Tracy, CFP®|CEPA®|AAMS®|CRPC™
5.02 reviews
Business Details
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: Colin J Tracy, CFP®|CEPA®|AAMS®|CRPC™
2121 Lohmans Crossing Rd, Lakeway, TX
78734, United States
Hours
Reviews
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- PMParker MillerMar 28, 20225.0As a very inexperienced investor, I could not be more grateful to work with Colin. He really takes the time to help me understand what to evaluate and more importantly WHY. His transparency and professionalism truly creates a safe and trusting environment. Thank you Colin!
- JJJoey JarrellMar 28, 20225.0Colin dives deep into expectations and realities of what the future outlook can hold. He is very perceptive of the market, and transparent with every detail in the process. I highly recommend having Colin on your team!
Frequently Asked Questions About Edward Jones - Financial Advisor: Colin J Tracy, CFP®|CEPA®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Colin J Tracy provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Colin J Tracy located?
They are located at 2121 Lohmans Crossing Rd, Suite 506, Lakeway, TX 78734, USA.
What are the office hours for Edward Jones - Financial Advisor: Colin J Tracy?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 3:30 PM, and closed on Saturdays and Sundays. Appointments on Saturdays are by request only.
How can I schedule an appointment with Colin J Tracy?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/colin-tracy/contact/.
What languages are spoken by Edward Jones - Financial Advisor: Colin J Tracy?
English is the language spoken at this office.
Does Edward Jones - Financial Advisor: Colin J Tracy offer online or mobile app services?
Yes, they have mobile apps available on both Android and iOS platforms to support their financial services.
What nearby dining options are close to Edward Jones - Financial Advisor: Colin J Tracy?
Nearby dining includes Thai Spice Austin for Thai and sushi cuisine, MorninGlory for breakfast and burgers, Busters BBQ and Schmidt's Family Barbecue for barbecue, Hops and Thyme for American food and a bar, and Dumont USA for ice cream and smoothies.
Are there any nearby services for document shredding near Edward Jones - Financial Advisor: Colin J Tracy?
Yes, Shred Nations provides shredding and professional services nearby, which customers can use for secure document disposal.
What nearby businesses could clients visit when coming to Edward Jones for financial advice?
Clients can visit nearby businesses like The UPS Store for shipping and printing services, Mechanical Group Texas for HVAC and plumbing, and Financial Foothold for accounting and bookkeeping services.
How can the nearby veterans organization, Warrior Companion, be relevant to Edward Jones clients?
Clients who are veterans or interested in social and arts activities for veterans might visit Warrior Companion nearby, making it a useful resource in the local community.