Edward Jones - Financial Advisor: Travis B Whitmore, CFP®|AAMS®

4.5
4 reviews
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Business Details

550 Pond View Dr, North Liberty, IA
52317, United States
(319) 626-2365
https://www.edwardjones.com/us-en
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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 B Whitmore, CFP®|AAMS®
550 Pond View Dr, North Liberty, IA
52317, United States

Hours

Reviews

4.5
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  • SW
    Scott Wenner
    Jun 11, 2024
    5.0
    I can't say enough about Travis Whitmore and what he has meant to my wife and I. Since the first day I met Travis I could tell he had nothing but our best interest in mind. He has guided us through many obstacles in the market and has taken the time to explain things so that we could fully understand all the different nuances of the business. Both my wife and I have been able to retire and at a much earlier age than I ever would have thought possible and I truly believe that Travis was the driving force behind that. You can tell that he really does care about you not only financially but also personally. I can honestly say that throughout the years I not only think of Travis as my financial advisor but also as a friend.
  • GW
    Greg Widmer
    Jul 18, 2022
    5.0
    Travis has been a breath of fresh air for an investment adviser. He is a bright young man who actually takes time with you, listens and then takes an active role in my investments.
  • JK
    Jordan King
    Feb 3, 2019
    5.0
    As a young medical professional in a new community, it is difficult to meet a financial professional who consistently provides fruitful advice. Travis is excellent in interpreting my investing needs and delivering an unsurpassed personal touch. I would not hesitate to recommend him to friends, family, or any of my eastern Iowa colleagues.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Travis B Whitmore, CFP®|AAMS®

What types of financial services does Edward Jones - Financial Advisor Travis B Whitmore offer?

Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks, bonds, investment management, and advisory services tailored to your individual needs.

Where is Edward Jones - Financial Advisor Travis B Whitmore located?

The office is located at 550 Pond View Dr, Suite 3, North Liberty, IA 52317, United States.