Sponsor Status:
Silver Level

Edward Jones

Description:

Greg West is an Edward Jones Financial Advisor in North Lakeland.
5133 US Hwy 98 N
Lakeland, FL 33809
Phone: (863) 815-3429
E-mail: Greg.West@edwardjones.com

Greg’s Website: www.edwardjones.com/greg-west

Gary Willis is an Edward Jones Financial Advisor in South Lakeland
2216 East CR 540 A
Lakeland, FL 33813
Phone: (863) 644-6986
E-mail: Gary.Willis@edwardjones.com

Gary’s Website: www.edwardjones.com/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.

Lakeland, Florida

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.

Phone #: 863-259-4109
Phone #: 863-259-4109
Email: tracey.bourdon@edwardjones.com
Address: 290 Cypress Gardens Blvd Suite 2 Winter Haven, FL
33884
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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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