Keywords: Financial james d travis jr cepa cfp ubs financial services inc pa

James D. Travis Jr., CEPA, CFP - UBS Financial Services Inc. - Philadelphia (PA)

Address: 🏡 Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103, USA
Phone : +1 (215) 496-2122
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ69O17SLHxokRD7_90IoSSKk
#Pennsylvania

Regal Wealth Advisors - Lancaster

Warren Tyson Mike and his team have provided my wife and I excellent and competent financial advice. I highly recommend their services to a broad range of clients.
5 /5

Sides Wealth Advisory Group - York

Barb Murphy I cant say enough good about this business. Brock was advisor to my husband with his years at Fox Pools. I was rarely involved, content to let my husband and Brock work it all out. Larry trusted Brock implicitly, and therefore, since Larry recently passed, I was just "out there" with our finances, but have the best money manager I can ever imagine in Brock. I am learning, slowly, but with his guidance (and patience!) I have peace and confidence in not only Brock, but in this company. I also must give a shoutout to Jessica, who also has extreme patience with my questions and she is always on top of things. I am so thankful for this Group!
5 /5

David D Tofel - Private Wealth Advisor, Ameriprise Financial Services, LLC - Erie

David Tofel Both of the reviews are fake by people I don’t know. I’ve tried contacting Google multiple times and they will not respond.
5 /5
bro mix auto pa

Bro Mix Auto - Duquesne

Joe Beres I bought a very nice Hyundai Accent with low miles and so far had it over a year now. This place was the best. They were very friendly and treated me very well. I had gone to other used car dealers and most of them were very rude and one actually said something like "do you want to buy something or not, I dont think you know what you want." But at Bro Mix, they helped me pick out a car with no pressure and treated me with respect. I highly recommend Bro Mix if you are looking for a used car at a great deal.
5 /5

Allstate Personal Financial Representative: Adam Ruderman - Wyoming

David Chapple Thanks Adam! He truly set us up for the next phase of our lives as we move into retirement years. Adam presented options in a very clear, uncomplicated manner. Unlike other so called "financial advisors" , Adam considered what would be best for us not for him. I highly recommend Adam to anyone at any age to plan for the future.
5 /5

OneMain Financial - Uniontown

Baron Neil Very nice and helpful folks very professional I will definitely do more business and recommend others as well
5 /5

Irvin Works Fed Credit Union - West Mifflin

Kaley Barota Everyone that works here has been absolutely amazing and extremely helpful! They were so friendly and excited for me. Holly was incredible, as well as the ladies at the Elizabeth office.
5 /5

Northwest Bank - Washington

Joe Cararie Im happy to bank here. Ive been at this location since it opened and have several banking products with them.
4 /5