Bob Travers is an Investment Advisor Representative dedicated to serving clients in the Chicagoland area and Central Illinois. A graduate of The University of Iowa, Bob holds Series 7 and 66 licenses and operates as a fiduciary when managing accounts or making recommendations on qualified retirement assets. He prioritizes his clients’ best interests through duties of loyalty, care, and transparency. He provides ongoing support through educational seminars, newsletters, and regular strategy sessions. Bob is also licensed in Life & Health Insurance, allowing him to better accommodate the unique needs of his clients.
Outside of work, Bob enjoys an active lifestyle, including golf, basketball, and tennis, as well as travel and music.
Legacy Financial Services was founded on the core idea of simplifying and organizing clients’ financial lives. Their objective is to create a cohesive financial plan tailored to your unique needs. Through their proprietary Harmony FORMula process, they’re able to adapt to your evolving circumstances, guiding you on a better path towards your financial future. Legacy Financial Services delivers an elevated and personalized experience so that all elements of your financial plan work together.
Investment Advisor Representative
Robert Travers is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities, Member FINRA/SIPC. A registered investment advisor located at 6020 E Fulton St., Ada, MI 49301. Legacy Financial Services is not affiliated with USA Financial Securities.
