Our Firm

Learn About Tracey and Tracey

At Tracey & Tracey, we are dedicated to providing outstanding, personalized client service that reflects the high standards we demand of ourselves. Our goal is to become a trusted advisor to our clients and help them make informed financial decisions and pursue their personal and business goals. We are always striving to educate and improve ourselves to serve our client base in the best way possible. Our firm is about enduring leadership and anticipating what the future looks like for our clients, communities, and employees.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC.

Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS.

Tracey Wealth Management is not affiliated with Kestra IS or Kestra AS.

Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.

Tracey & Tracey Certified Public Accountants, LLC

327 Central Ave #101, Linwood, NJ 08221, USA

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

Kestra Is, Kestra AS, and their affiliates do not approve, endorse, nor are affiliated with any sites mentioned or any of the material contained therein.