James D. Travis Jr. CEPA CFP is a well-established wealth management firm in Philadelphia, PA, led by Jim Travis, a seasoned financial advisor with over 30 years of experience. Specializing in comprehensive financial planning services, the team goes beyond investments to offer advice on credit insurance and planning solutions.
With a strong focus on assisting diverse clients, including individuals, business owners, and families, James D. Travis Jr. CEPA CFP provides expertise in areas such as investing, custom portfolios, retirement planning, and estate planning strategies. Their goal is to help clients unlock opportunities, preserve wealth, and establish continuity for future generations.
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