Edward Jones - Financial Advisor: Travis B Whitmore, CFP®|AAMS™
About the Business
Edward Jones - Financial Advisor: Travis B Whitmore, CFP®|AAMS™ is a reputable finance institution located at 550 Pond View Drive in North Liberty, Iowa, United States. With a focus on providing personalized financial planning and investment services, Travis B Whitmore, a Certified Financial Planner and Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or build wealth for the future, Edward Jones - Financial Advisor: Travis B Whitmore, CFP®|AAMS™ offers expert guidance and a tailored approach to meet your individual needs.
Photos
Location & Phone number
550 Pond View Dr Suite 3, North Liberty, IA 52317, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Travis has been a breath of fresh air for an investment adviser. He is a bright young man who actually takes time with you, listens and then takes an active role in my investments."
"As a young medical professional in a new community, it is difficult to meet a financial professional who consistently provides fruitful advice. Travis is excellent in interpreting my investing needs and delivering an unsurpassed personal touch. I would not hesitate to recommend him to friends, family, or any of my eastern Iowa colleagues."
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