Edward Jones - Financial Advisor: Tracy L Kelley, CFP®|ChFC®|CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Tracy L Kelley is a Certified Financial Planner (CFP®) and financial advisor based in Coldwater, Michigan. She specializes in retirement planning, education savings strategies, and tax-smart investing. Tracy believes in the importance of face-to-face conversations to understand her clients' financial goals. She provides personalized financial guidance tailored to the unique needs of individuals and families in her community.

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