Tracey West, CFP®, CLU®, RRC®
Tracey West, CFP®, CLU®, RRC®
Team
Reviews
- Julie Wall·
I've known Tracey for years when she was going in the industrial park to service the companies that have had Bluecross as their benefit provider. I've always been treated with nothing but professionalism and respect. Our first meeting as a financial planner was fantastic, she goes above and beyond and explains things in great detail. I can't see anyone else taking the time and effort into our financial planning like Tracey :)
- Nadine Goulet·
We contacted Tracey to help us get on the right path to retire comfortably in 13 years. We have some debt, some collateral and insurance. She is a pearl, doesn’t judge, her explanations are clear, she will not want you to change insurance to be with her if the deal is better with the other. She doesn’t push to sell. She is there for you, to help you. Extremely qualified, diplomas with honor and not afraid to do a new course that challenges her in new ways. Blessed to have her.
- Shivani Khurana·
She is very Good Lady.
