Oda Investments LLC

SpecialtiesProviding honest and practical financial advice to families and individuals at all stages of life. Assisting in defining goals and implementing a plan to achieve financial success.

Edward Jones - Financial Advisor: Tracey H Bourdon, situated in Winter Haven, FL, embodies a financial services haven for individuals, families, and small businesses seeking expert guidance in achieving their investment objectives and financial aspirations. With a core focus on providing tailored solutions, this establishment excels in investment management, retirement and estate planning, and education savings programs, ensuring each client receives personalized attention and comprehensive support. At this Winter Haven location, clients can benefit from the expertise of Tracey H Bourdon and the broader network of dedicated financial advisors associated with Edward Jones. By fostering strong advisor-client relationships, the firm goes beyond traditional financial services, emphasizing consultations and ongoing assistance to help clients navigate the complexities of financial planning and prepare effectively for the future. With a commitment to delivering individualized care and bespoke strategies, Edward Jones stands out for its thoughtful and accessible approach to financial planning, catering to the diverse needs of investors seeking a more personalized and meaningful financial experience. Generated using this brand's available information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.