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Edward Jones - Financial Advisor: Gracie N Bartoldus, CFP®|CRPC™

Financial consultant

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Services Offered

  • Retirement planning
  • Education savings strategies
  • Tax-efficient investment management

About

Gracie N Bartoldus is a Certified Financial Planner (CFP®) and financial advisor based in Richland, Washington. She provides personalized financial planning and investment guidance to clients in the local area. Gracie specializes in retirement preparation, education savings, and tax-efficient investment strategies. Her approach emphasizes face-to-face consultations to ensure that clients' financial goals are clearly understood and effectively addressed.

Reviews

Location

1024 Queensgate Dr, Richland, Washington
Map showing location in Richland, Washington
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Contact This Advisor

Business Information

Address

1024 Queensgate Dr
Richland, Washington 99352

Phone

+1509-491-3636

Website

https://www.edwardjones.com/us-en/financial-advisor/gracie-bartoldus

Business Hours

Contact for business hours