Reviews for First Command Financial Advisor - Tracy Heichelbech

Mar 2024

After years of searching for a financial advisor to assist me in utilizing my financial resources for personal goals I found Tracy through the recommendation of trusted nurse colleagues/friends. Unlike the previous advisors, Tracy listened and provided a viable plan to obtain my goals and enhance my financial portfolio. Because of Tracy I am able to be in home close to the beach, teleworking, and keep the family home close to my workplace.Finance eludes and frustrates me when I am called to make decisions. Tracy and her dedicated team are kind and demonstrate unending patience with me, while promoting my best financial outcomes. Tracy provides me with the individualized...read full review
Mar 2024

We have use Tracy as our financial advisor with First Command for over 20 years. My experience with her guidance has been nothing short of amazing. She is always very well formed and has always given us great advice. I would strongly recommend for anyone who is looking for a financial planner to consider using her.
Mar 2024

Tracy helped shepherd us through the process of retirement and moving to a new state, assisting us in evaluating many options on how best to manage our money and accounts. Her sage advice helped us assess the tax implications of various alternatives and has set us up for a stable and comfortable retirement. She has always been available when we needed financial advice and has consistently provided important insights that ensured we were making good decisions. We would heartily recommend her as a financial planner.

From First Command Financial Advisor - Tracy Heichelbech

Tracy Heichelbech joined First Command Financial Services as a Financial Advisor in February 2005. She previously worked for 19.5 years as a Nurse at various medical institutions. Tracy has a Bachelor’s degree in Nursing from Bowling Green University and a Master’s degree in Financial Services from The American College of Financial Services. She is also a Wealth Management Certified Professional. She holds Series 6, 63 and 65 securities licenses plus life and health insurance licenses in MD, DC, VA and 28 other states. Tracy is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. ...