Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Travis J Lowis, CFP®|ChFC®
300 Parkbrooke Place, Woodstock, GA
30189, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Travis J Lowis, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: Travis J Lowis provide?
Edward Jones offers personalized financial advisory services including retirement planning, education savings, tax-efficient investment strategies, and investment management such as stocks, bonds, and funds.
How can I schedule a consultation with Travis J Lowis?
You can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/travis-lowis/contact/ or by calling the local phone number +1 770-516-5887.
Where is Edward Jones - Financial Advisor: Travis J Lowis located?
The office is located at 300 Parkbrooke Place, Suite 330, Woodstock, GA 30189, United States.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones clients can use the mobile app available on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098 and on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en.
What languages are spoken by the Edward Jones team?
The team communicates in English.
How does Edward Jones help clients prepare for retirement?
Edward Jones provides personalized retirement planning services and offers a retirement savings calculator to help you assess your readiness, which can be accessed here: https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby medical services are available around Edward Jones' Woodstock office?
Nearby medical services include Pain Solutions Treatment Center, Alliance Spine and Pain Centers, Woodstock Dermatology, and Northside/Woodstock Imaging, providing convenient healthcare options for clients before or after their appointment.
Are there any nearby legal service providers near Edward Jones in Woodstock?
Yes, legal services near the Edward Jones office include Ghanouni Teen & Young Adult Defense Firm and Weissman Nowack Curry & Wilco PC, which could assist clients needing legal consultations as part of comprehensive financial planning.
What fitness and wellness options are close to Edward Jones in Woodstock?
Nearby fitness and wellness options include Orangetheory Fitness Woodstock, Monkey Grabs the Peach Brazilian Jiu Jitsu gym, and Golden Caribbean Tan tanning salon, which might be great for clients focusing on health alongside financial wellness.
Who are the main competitors of Edward Jones in financial advisory services?
Main competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, all of which offer various investment and advisory services.