Find the Certified Financial Planner™
Who's right for you.

Tracey E. Lovitz, CFP®

Ameriprise Financial Services, Inc.

24 Northwest 33rd Ct
Ste B
Gainesville, FL 32607
Phone: (352) 375-1463
Fax: (352) 375-1775

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.