Business Details
About
Financial ConsultantFinancial Planner
Location
James D. Travis Jr., CEPA, CFP - UBS Financial Services Inc.
1735 Market Street, Philadelphia, PA
19103, United States
Frequently Asked Questions About James D. Travis Jr., CEPA, CFP - UBS Financial Services Inc.
What services does James D. Travis Jr., CEPA, CFP - UBS Financial Services Inc. provide?
They offer financial consulting and planning services under UBS Financial Services Inc.
Where is James D. Travis Jr., CEPA, CFP - UBS Financial Services Inc. located?
The office is located at 1735 Market Street, Mellon Bank Center, Philadelphia, PA 19103, USA.
How can I contact James D. Travis Jr. for financial advising?
You can call them at +1 215-496-2122 or email jim.travis@ubs.com.
Is it possible to schedule an appointment online with James D. Travis Jr.?
Yes, appointments can be booked via their reservation page at https://advisors.ubs.com/jim.travis/contact.html.
What is the timezone for James D. Travis Jr.'s office?
The office operates in the America/New_York timezone.
Can you describe a featured message or motto of James D. Travis Jr.'s services?
Their featured message is: 'We can help you embrace your financial future.'
Which nearby professional services could partner with James D. Travis Jr. for comprehensive financial solutions?
Nearby professional services include Robert Half (employment agencies), Boston Consulting Group, and Accounting + One (accountants).
Are there notable nearby financial or investment firms around 1735 Market Street?
Yes, nearby firms include Brandywine Global Investment Management, Goldman Sachs, Samson Asset Management, and Agenda Financial Group.
What are some nearby dining options customers can visit before or after meeting James D. Travis Jr.?
Customers can visit Coco Grille, a nearby cafe and restaurant with a salad bar.
Which nearby locations can help customers with legal or tax-related services?
Nearby legal and tax services include Haggerty, Goldberg, Schleifer and Kupersmith (personal injury law), Esquire Tax Solutions, and McCarter and English (lawyer services).