Sponsor Status:
Silver Level

Edward Jones

Description:

Tracey Bourdon is an Edward Jones Financial Advisor in Winter Haven.

She helps clients to live the retirement that they worked so hard to achieve. Having a partner to help you stay on track so that your money works for you, is what we do. To learn why consolidating your retirement accounts to Edward Jones makes sense, contact our office today.

Contact Name: Tracey Bourdon

290 Cypress Gardens Blvd Suite 2

Winter Haven, FL 33880

Email: Tracey.Bourdon@edwardjones.com

Phone #: 863-259-4109

Fax: 844-298-6706

Tracey’s Website: www.edwardjones.com/us-en/financial-advisor/tracey-bourdon

 

Gary Willis is an Edward Jones Financial Advisor in South Lakeland

2216 East CR 540 A
Lakeland, FL 33813

Email: Gary.Willis@edwardjones.com

Phone #: 863-644-6986

Gary’s Website: www.edwardjones.com/us-en/financial-advisor/gary-willis

You’re Retired. Your money isn’t. To learn why consolidating your retirement accounts to Edward Jones makes sense, contact our office today.

 

 

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Advocate Insurance Agency

Description:

We endeavor to add value to our clients lives by connecting their unique purpose to financial decisions, bringing clarity on how to strategically accomplish their goals, and providing stewardship as life continues to change.

Phone #: 863-660-9515
Phone #: 863-660-9515
Email: DC@myadvocateagent.com
Address: 3754 Hampton Hills Dr
33810
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Holley Financial Services, LLC

Description:

Terri is a Certified Public Accountant and also a Certified Daily Money Manager® helping people with managing their daily money tasks on an individual or small business basis. This includes paying all bills, making deposits, reconciling bank accounts, creating a budget, dealing with creditors, and keeping up with forms or correspondence. Background checks are updated bi-annually as a current member of the American Association of Daily Money Managers further testifying to professional integrity and high ethical standards of this industry.

Phone #: 3524602319
Email: Terri@HolleyMoney.com
Address: 12161 Old Grade Rd. Polk City, FL
33868
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Platinum Benefits Services

Description:

Platinum Benefit Services, Inc. is committed to helping families gain maximum government benefits for Long Term Care and providing both compassion and application expertise.  Since 1996, we have helped more than 10,000 families qualify for Medicaid while  strategically protecting an estimated $1,000,000,000 in assets in conjunction with appropriate legal counsel.

Platinum works diligently to process all types of long term care applications with a specialization in complex nursing home applications for families who employ high end asset protection strategies. Platinum Benefit Services, Inc. are experts in the field of nursing home Medicaid application processing.

For more information or an inquiry, please contact Amanda Porter, Marketing Liaison at

Platinum Benefit Services, Inc.
P.O. Box 8087
Lakeland, FL 33802
Cell (863) 640-1161
Fax (863) 904-0196
Toll Free (800) 582-1934
Phone #: 863-944-0739
Email: abradley@platben.com
Address: 2920 Drane Field Rd, Lakeland, FL
33811
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Thrivent

Description:

Let’s put your plans in motion

As your Financial Professional I will work with you to provide guidance that will connect your financial goals with your faith.
Keeping in tune with others’ emotional and psychological needs is extremely important and I believe this leads to more successful, long-lasting relationships. I view my relationships with clients as true partnerships, demanding honesty, sharing and a joint search for ideas and solutions that will enrich their lives.
Whether it is helping you with Life Insurance needs or Investment management together we can develop a financial strategy that helps your money work for you.
With your confidence, I will commit to help you take care of what’s important and a priority to you.
How I can help…
  • Retirement Planning
  • Life Insurance & Protection
  • Disability & Long Term Care Insurance
  • Investments & Wealth Building
  • Tax Planning & Efficiency
  • Social Security Planning
  • Trust Services & Estate Planning
  • Budgeting & Saving
  • College Funding Strategies
Currently working with residents of Polk, Orange, Osceola, Lake, Hillsborough, Highlands, Pasco, Broward, Miami-Dade and Palm Beach counties.
Phone #: 863-325-6529
Email: rose.pagan@thrivent.com
Address: 332 Avenue B SW - Suite 200 – Box 22
Winter Haven, FL
33880
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