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Travis Paull

Wealth Advisor - Investment Advisor Representative at Eagle Vision Tax & Accounting

Based in Williamsburg, United States

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Seniority

Other

Department

Other

Location

Williamsburg

Industry

Accounting

Company size

3

Contact information

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Email

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t•••••••@eaglevisionaccounting.com

Phone

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Background

About Travis Paull

My fascination with investing sparked in my preteen's when I first witnessed the growth of my own savings. Magic Formula: Savings + Compound Interest = Buy toys!This experience, combined with a deep-seated value for ongoing education has shaped my path in finance.(College of William & Mary - ranked top 10%)I have + 10 years of financial experience as a trusted financial advisor & CEO of my own accounting & tax firm.My Mantra:"Empower my clients by replacing fear with financial confidence, backed by informed and innovative strategies."My team and I have helped business owners gain control over their financial records, saving them from headaches and pain of flying solo through the accounting and tax maze. Also, my expertise in business benefits helps assist them in attracting and retaining top talent while anchoring their employees' financial futures.My greatest joy comes from witnessing the transformative impact of financial literacy on individuals and hard-working families. As a Ramsey Trusted SmartVestor Pro*, I have the privilege of guiding clients through their journey of debt elimination & achieving their financial goals, replacing fear with financial peace.Whether you are just beginning your financial journey or seeking to elevate it to new heights, my team and I am here to be your trusted ally. Together, we will navigate the complexities of finance, turning your dreams into tangible realities through education, strategic planning, and unwavering commitment.How can I help you today?Wealth Management:Travis.Paull@CeteraInvestors.comAccounting & Taxes:Travis@goEagleVision.com804-346-4670140 Eastshore Dr, Suite 105Glen Allen, VA 23059*Working with a Ramsey Trusted SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Ramsey Trusted SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor Pro program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey, and the Ramsey Trusted SmartVestor Pro program is not affiliated with Cetera Investment Services LLC and is not sponsored or endorsed by Cetera Investment Services LLC.Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC Advisory services are offered through Cetera Investment Advisers, LLC

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