Edward Jones - Financial Advisor: Travis Brooks, AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Travis Brooks focuses on retirement savings, wealth strategies, and business retirement plans in Greensboro.
Best for
- retirement savings planning
- retirement income strategies
- wealth strategies
- intergenerational planning
- entrepreneurs and business owners seeking business retirement plans
Specialties
- retirement savings strategies
- wealth strategies
- intergenerational planning
- entrepreneur and business owner planning
- business retirement plans
- retirement income strategies
What makes them different
- Focuses on entrepreneurs and business owners
- Offers business retirement plan guidance
- Lists retirement income strategies as a focus area
- Web conferencing is listed as an office option
- Branch office administrator Susan Owen is identified as a team member
Distilled from this business's own website.
Contact & Location
- Address
- 1619 New Garden Rd # 7, Greensboro, NC 27410
- Phone
- (336) 299-9395
- Website
- https://www.edwardjones.com/travis-brooks
- travis.brooks@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- business retirement planning
- intergenerational financial planning
- investment account services