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 M Waiton, ChFC®|AAMS®
900 NW Mt Washington Dr, Bend, OR
97703, United States
Hours
Reviews
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- MBMary BeckerSep 11, 20205.0Travis has the best follow-through of any broker I have ever worked with. His attention to detail and his ability to explain the greater picture is excellent. I feel like I have found someone who is really taking great care with my financial future. Excellent customer service and very responsive to concerns.
- EZEmily ZieglerSep 1, 20205.0Travis was fantastic to work with, he spent time getting to know me, my personal lifestyle and my financial goals. We went through everything I wanted to address and I left feeling very confident in my choice. He spent time educating me and I highly recommend him!
Frequently Asked Questions About Edward Jones - Financial Advisor: Travis M Waiton, ChFC®|AAMS®
What services does Edward Jones - Financial Advisor: Travis M Waiton offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: Travis M Waiton located?
The office is located at 900 NW Mt Washington Dr, Suite 115, Bend, OR 97703, USA.
What are the office hours for Edward Jones - Financial Advisor: Travis M Waiton?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, Friday 8:00 AM to 3:00 PM, and is closed on weekends except by appointment on Saturdays.
How can I schedule an appointment with Travis M Waiton?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/travis-waiton/contact/.
What languages are spoken at Edward Jones office with advisor Travis Waiton?
Services are offered in English.
What is the main contact phone number for Edward Jones - Financial Advisor: Travis M Waiton?
You can reach them at +1 541-389-6106.
Does Edward Jones offer any digital resources or apps?
Yes, Edward Jones offers mobile apps available on iOS and Android for client convenience.
Which financial competitors does Edward Jones - Financial Advisor: Travis M Waiton monitor?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby dining options are available near Edward Jones at 900 NW Mt Washington Dr, Bend?
Nearby dining options include Washington Dining and Cocktails, LaRosa Modern Mexican Kitchen, Elly's Ice Cream, Left Coast Burger Company, and Sebastian's Seafood and Specialty Market, perfect for grabbing a meal before or after your appointment.
Are there any local businesses near Edward Jones that can assist with real estate needs?
Yes, several nearby real estate agents and agencies such as Stacy at Harcourts The Garner Group, Kromm Real Estate Team at Real Broker, and Melissa Albright Real Estate can help with property and real estate services.
What local amenities might help clients visiting Edward Jones at Mt Washington Dr?
Clients can benefit from nearby places such as Umpqua Bank for banking needs and Roundabout Books for a relaxing coffee or bookstore visit around their appointment time.