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

Frick Tri-County Federal Cu - Charleroi

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John Harris They have been doing my taxes for years. They explain everything and make suggestions on how to make sure you pay as little as possible on taxes or get the return you want.
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Flick Financial - Beaver Falls

Michele Sophiea I have been working with Kevin for the past few years as I prepared for retirement and he has helped me immensely with my finances as I entered into this new phase of life. He is always quick to respond and I rely on his vast knowledge of what is happening out there in the market - his management of my accounts has worked out very well for me!
5 /5