My purpose and my passion is to provide you with world class service that conceptualizes your dream of financial freedom and illustrates how to make your dream a reality. My focus is to make a difference in the work I do to help you get there.
I've been in the financial services industry for 15+ years and I realized my passion for finance and investing early on in my career. Helping my clients achieve their financial goals is one of my most rewarding experiences and it is what brings me the most joy.
As an Edward Jones Financial Advisor, I believe it’s important to invest my time to understand what you’re working towards before you invest your money. Working closely with you, your accountant, lawyer and other professionals, I will help you build a financial strategy that is unique to you so that you can achieve your long-term goals and dreams - one that puts you on track to achieve your goals and the retirement you envision.
I'm supported along the way, Edward Jones has thousands of people and advanced technologies supporting our office so that we can help you reach your long-term financial goals and create a roadmap for success. Like any journey there are ups and downs and I'll be by your side every step of the way. We will revisit your financial strategy on a regular basis to help ensure it still aligns with your goals and vision for the future.
I provide the investment strategies, services and tools to assist you in working towards your financial future.
Starting the journey is simple – it all begins with a phone call or an email.
Email: [email protected]
- Education Savings Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Socially Conscious Investing
- Divorce Finances
My Personal Interests
- Active Lifestyle
- Health & Nutrition
- Personal Fitness
- Movies & Entertainment
Phone NumberTravis Feeney at (604) 465-7941
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