Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Travis Bovee, CEPA®|RICP®
180 E Main St, Tustin, CA
92780, United States
Reviews
5.0
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- MWMatt WayneOct 3, 20225.0Travis has helped my wife and I get our financial house in order by helping us understand what steps we need to take to take to have a comfortable retirement. We were able to roll our previous retirement/401k plans into our Edward Jones account for maximum visibility and planning. The quantity and quality of the investment options with Edward Jones has given us the opportunity to make sound financial decisions about how and where our retirement account(s) are invested. Travis is very personable and friendly. I would recommend him and Edward Jones to anyone who is ready to sleep better at night knowing their financial future and comfort are in the hands of a very capable financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Travis Bovee, CEPA®|RICP®
What financial services does Edward Jones - Financial Advisor: Travis Bovee offer?
Travis Bovee offers financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Travis Bovee have as a financial advisor?
He specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Travis Bovee?
Appointments can be scheduled online via the reservation URL at https://www.edwardjones.com/us-en/financial-advisor/travis-bovee/contact/.
What are the office hours for Edward Jones - Financial Advisor: Travis Bovee?
The office is open regularly but is available by appointment only on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Travis Bovee located?
The office is located at 180 E Main St, Suite 104, Tustin, CA 92780, USA.
What languages are supported by Travis Bovee at Edward Jones?
Services are provided in English.
Does Edward Jones offer mobile apps for clients?
Yes, Edward Jones has apps available for Android and iOS devices to help you manage your investments on the go.
What nearby wellness services can I visit alongside Edward Jones?
Nearby wellness centers include Massage Integrity and Crane Massage Therapy, ideal for relaxation before or after a financial consultation.
Are there any nearby restaurants or cafes near Edward Jones in Tustin?
Yes, you can visit Storico Cafe, Miss Bobbie's Low Carb Shoppe & Cafe, Tustin Grille, Archaic Craft Brewery, and Centro for dining or drinks near your appointment.
What community services or shopping options are near Edward Jones?
Nearby, there is The Raise Foundation (a charity organization), Assistance League of Tustin (non-profit and thrift store), and Cox's Market Plaza shopping center for your convenience.