Edward Jones - Financial Advisor: Sean M Travis, CFP®
Why pick this one
Edward Jones - Financial Advisor Sean M Travis offers personalized wealth strategies and is a certified financial planner.
Best for
- comprehensive financial planning
- retirement strategies for business owners
- legacy planning
Look elsewhere if
- looking for quick financial advice
- budget-focused investments
Specialties
- Wealth Strategies
- Portfolio Reviews
- Intergenerational Planning
- Estate & Legacy Strategies
- Business Retirement Plans
Certifications
- CFP®
What makes them different
- Office located in Cornelius, NC
- Accepting new clients
- Offers an introductory consultation
- Serves
- Cornelius
Distilled from this business's own website.
Contact & Location
- Address
- 21328 E Catawba Ave, Cornelius, NC 28031
- Phone
- 7048926119
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- sean.travis@edwardjones.com
Services
- Financial Advisory