Edward Jones - Financial Advisor: Tracy Farland

Edward Jones - Financial Advisor: Tracy Farland I am a financial advisor that focuses on helping you meet and achieve your goals. We will work toge

Stop by today and get some cookies to celebrate my 🥳 birthday
08/31/2023

Stop by today and get some cookies to celebrate my 🥳 birthday

The highlight of our regional meeting this year was building 150 Thank You boxes packed with our service members most as...
06/20/2022

The highlight of our regional meeting this year was building 150 Thank You boxes packed with our service members most asked for items to go along with hundreds of Thank You cards. Just letting them know how much we appreciate them.

There’s no one-size-fits-all approach to a 529 education savings plan. We can work with whatever is unique to your life ...
06/10/2022

There’s no one-size-fits-all approach to a 529 education savings plan. We can work with whatever is unique to your life to create a strategy that’s perfect for you. Want to explore your options? Message me to get started.

It’s never too early

Did you know that grandparents can help contribute to 529 plans? Make sure you look over this checklist before giving yo...
06/09/2022

Did you know that grandparents can help contribute to 529 plans? Make sure you look over this checklist before giving your grandchild the gift of education.

Invest in their future

People came from over 2 hours away to see the kite festival this year.  Bitter cold outside but always a great show
03/04/2022

People came from over 2 hours away to see the kite festival this year. Bitter cold outside but always a great show

It may feel daunting to review your accounts and identify your options, but working together to help you name your benef...
01/24/2022

It may feel daunting to review your accounts and identify your options, but working together to help you name your beneficiaries is important to your overall estate strategy.

Where to begin

Things you see in Clear Lake.  The people are fantastic.
01/12/2022

Things you see in Clear Lake. The people are fantastic.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

New year, new goals. What’s your 2022 resolution?
12/31/2021

New year, new goals. What’s your 2022 resolution?

Wishing you a beautiful holiday season, and much joy in the New Year.
12/17/2021

Wishing you a beautiful holiday season, and much joy in the New Year.

Peace, hope and good cheer

Rising costs for everyday goods are never a good thing. However, with an adequate financial strategy in place, it’s easi...
12/14/2021

Rising costs for everyday goods are never a good thing. However, with an adequate financial strategy in place, it’s easier to plan for the curveballs that the economy sometimes throws your way.

The Federal Reserve's Beige Book report found that many businesses intend to raise prices over the coming months.

“The Great Resignation” is here, and Americans are eager to make a career change. Read more about the many reasons why A...
11/19/2021

“The Great Resignation” is here, and Americans are eager to make a career change. Read more about the many reasons why Americans are making career moves.

A whopping 76% of workers say they want their company to make work permanently flexible in terms of schedule and/or location.

Address

800 1st Avenue N Suite 1
Clear Lake, IA
50428

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+16413577161

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