Edward Jones - Financial Advisor: Travis Holland, CEPA|AAMS

I have been working with Travis for several years and he's been a trusted advisor on our personal/family finances as well as with my small business. Travis, Jill and Amanda are all wonderful - they answer all my questions, reply in a timely manner and check in just to see how everything is going. Highly recommend them if you're looking for a personalized financial group.
Jun 29th, 2023

Travis was recommended to us by some friends and I wouldn't blink an eye about recommending him and his team to others. Travis and Jill have always answered our questions and ensured our money is managed with our goals are in mind. They are truly a pleasure to work with to ensure our financial future.
Feb 25th, 2023

Travis, Jill, and the team are incredibly helpful at any level I need. I always feel comfortable asking whatever questions I have. They are willing and enthusiastic to jump in and discuss the nitty gritty, provide options, and give advice that's easy to understand, or to give me space if I feel comfortable with my situation. They take the time to explain how things work if you're interested in learning and to make sure you know the reasons behind their advice or guidance. They help keep me organized and on track with my goals and they've put in some of the hardest work I've seen to ensure my money is where I want it to be, even if it's a tiny amount. I was recommended to them by a friend and I would recommend them to others.
Jan 11th, 2023

I have been working with Travis as my financial advisor for about ten years. In that time I have found him to be very accommodating and reliable. Travis takes the long view on investing, and is very reassuring in times of market volatility. I would strongly recommend Travis to anyone seeking wise financial planning.
Jun 26th, 2022

I originally met Travis in 2010 and my wife and I have been working with him for over 6 years now. He's been great to work with and we fully trust his advice. I would highly recommend Travis and Jill to anyone looking for a personable and trustworthy financial planner.
Jun 21st, 2022