Edward Jones - Financial Advisor: Tracy K Kunkel, CFP®|AAMS™ - Overland Park, Kansas

Okay, here’s a comprehensive overview of Edward Jones – Financial Advisor: Tracy K Kunkel, CFP®|AAMS™, designed to be a helpful resource for individuals seeking financial guidance:

Introduction to Tracy K. Kunkel, CFP®|AAMS™

Edward Jones is a well-established and respected firm providing personalized financial guidance. Tracy K. Kunkel, CFP®|AAMS™, serves as a Financial Advisor within this firm, dedicated to helping clients achieve their long-term financial goals. She operates out of the Overland Park, Kansas location, offering a stable and trustworthy presence in the community. Tracy’s commitment is rooted in building strong, lasting relationships with her clients – a cornerstone of the Edward Jones philosophy.

Location and Contact Information

Tracy K. Kunkel’s office is strategically located at 7011 W 121st St Suite 102, Overland Park, KS 66209. Clients can easily reach her by phone at 37668709. For those seeking further information or to schedule an appointment, visitors can explore her profile and the firm’s resources on the official Edward Jones website: edwardjones.com. The firm prioritizes accessibility, offering a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to welcoming all clients.

Specialties and Services

Tracy Kunkel specializes in a range of Financial Consultant services. As a Finance Broker, she assists clients with various financial decisions, including retirement planning, investment strategies, and estate planning. Her services encompass Investment Services, providing guidance on a diverse portfolio of stocks, bonds, and mutual funds. Furthermore, she operates as a Stock Broker, executing trades on behalf of her clients. Edward Jones, as a whole, emphasizes a holistic approach, understanding that financial well-being is interconnected with other aspects of life.

Points of Interest and Client Experience

Clients can anticipate a comfortable and convenient experience. The office is equipped with a restroom for added ease. It’s generally recommended to schedule an appointment in advance to ensure personalized attention. The firm’s commitment to client satisfaction is evident in its dedication to accessibility, creating an inviting environment for all.

Client Feedback & Reputation

Edward Jones – Tracy K. Kunkel’s office currently holds 3 reviews on Google My Business, all receiving an impressive average rating of 5/5. This consistently positive feedback suggests clients value Tracy’s approachable demeanor and her ability to translate complex financial concepts into understandable terms. There is a strong sense of trust and confidence conveyed through these reviews, emphasizing the ability to provide clarity and support during significant financial decisions.

Recommendation

For individuals seeking a reliable and experienced financial advisor who prioritizes personalized service and long-term relationships, Tracy K. Kunkel at Edward Jones is an excellent choice. Her commitment to understanding individual goals, combined with the firm’s extensive resources and focus on accessibility, creates a supportive environment for building a secure financial future. We highly recommend visiting the firm’s website at edwardjones.com to schedule an initial consultation and discuss your specific financial needs.

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👍 Reviews of Edward Jones - Financial Advisor: Tracy K Kunkel, CFP®|AAMS™

Alison S.

5/5

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!

Ryan H.

5/5

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.

cathy B.

5/5

Tracy cares about her clients.. she's passionate about what she does and truly wants to help people.