Travis Roe-Raymond (CFA, CFP)

Travis Roe-Raymond focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Insurance Related Issues
  • LGBT Couples and Families
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

NAPFA Start Date

July 01, 2019

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This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777