Edward Jones - Financial Advisor: Travis Brooks
Why pick this one
Edward Jones - Financial Advisor: Travis Brooks focuses on retirement income, wealth strategies, intergenerational planning, and business retirement plans in Greensboro.
Best for
- retirement savings strategy development
- retirement income planning
- wealth strategy planning
- intergenerational financial planning
- entrepreneurs and business owners
- business retirement plans
- reviewing an existing financial strategy
Specialties
- retirement savings strategies
- wealth strategies
- intergenerational planning
- entrepreneur and business owner planning
- business retirement plans
- retirement income strategies
What makes them different
- Offers introductory consultations and reviews of current financial strategies
- Accepts clients planning to invest less than $250,000 through $1 million or more
- Provides web conferencing
- Office located at 2000 Roseland St Suite 101 in Greensboro, North Carolina
- Includes Susan Owen as Sr. Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 2000 Roseland St Ste 101, Greensboro, NC 27408
- Phone
- 3362999395
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- travis.brooks@edwardjones.com
Services
- financial advisory
- retirement planning
- wealth planning
- business retirement planning
- financial strategy reviews
- investment account opening
- major financial event planning