Edward Jones - Financial Advisor: Gracie N Bartoldus, CFP®|CRPC™
About the Business
Edward Jones - Financial Advisor: Gracie N Bartoldus, CFP®|CRPC™ is a trusted financial institution located at 1024 Queensgate Drive in Richland, Washington, United States. Gracie N Bartoldus, a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™), offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and more. Visit Gracie N Bartoldus at Edward Jones for expert guidance and support on your financial journey.
Photos
Location & Phone number
1024 Queensgate Dr, Richland, WA 99352, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have no clue what the negative review is about. Gracie was referred to me by a client who was raving about her due to the status of their investments. I had a wonderful experience with Gracie and staff. Very responsive, professional, and profitable. Would recommend Gracie to anyone who needs financial advice or investment expertise. Thank you so much!!"
"My office has the pleasure of working with clients of Gracie. They always are well informed and advised well. She has a great working relationship with her clients."
"I have worked with Gracie and Edward Jones for 4 years and I have always received the best service. Gracie is professional, caring and always reaches out when the market is in question. Her attention to detail and ability to communicate with her clients is what sets her apart. I wouldn’t trust my retirement with anyone else."
"We have been with Gracie and Edward Jones for 3 years. She is very responsive to our questions and professional. Always helpful when we have questions. Plus, Gracie has done very well with our accounts. We are very happy with the work she has done!"
"Wow! I didn't even get to talk to Gracie. The woman that answered the phone was not helpful unless I gave them $25,000. If I rolled over my existing IRA's to them then they'd talk to me. Did even suggest an appointment! Do not bother with this office unless you want to feel demeaned"
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