Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Travis M Surita, CFP®|CRPC™
2024 South Main, West Bend, WI
53095, United States
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- CSC S3 days ago5.0Wouldn’t trust anyone else as my advisor. Travis truly cares about your goals and is true professional
Frequently Asked Questions About Edward Jones - Financial Advisor: Travis M Surita, CFP®|CRPC™
What services does Edward Jones - Financial Advisor: Travis M Surita offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Travis M Surita located?
The office is located at 2024 South Main, West Bend, WI 53095, USA.
How can I contact Travis M Surita at Edward Jones?
You can call the main phone number at +1 262-254-2562, the alternate phone at +1 262-334-5525, or email travis.surita@edwardjones.com.
Can I schedule an appointment with Travis M Surita online?
Yes, appointments can be scheduled through the online reservation link: https://www.edwardjones.com/us-en/financial-advisor/travis-surita/contact/
What are some specialties offered by Travis M Surita at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Edward Jones - Financial Advisor Travis M Surita have an app I can use?
Yes, Edward Jones has both an Android app and an iOS app available via Google Play and the Apple App Store.
What languages are spoken at Edward Jones - Financial Advisor: Travis M Surita?
They provide services in English.
What nearby places can I visit along with Edward Jones on South Main in West Bend?
Nearby places include Studio K Hair Design, Star Nails WB, and The Barbershop A Hair Salon for Men, where you can get beauty services before or after your financial appointment.
Are there any convenient coffee shops close to Edward Jones in West Bend?
Yes, Starbucks coffee shops are nearby, perfect for grabbing a coffee before or after your visit.
Where can I find other financial services near Edward Jones - Financial Advisor: Travis M Surita?
Nearby financial places include Glacier Hills Credit Union and other Edward Jones locations, offering additional financial, mortgage, and investment services.