Edward Jones - Financial Advisor: Tom Holtz, CFP®
Why pick this one
Tom Holtz is a CFP® in Chapel Hill offering retirement, estate and legacy, and business retirement planning while accepting new clients.
Best for
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- business retirement plans
- entrepreneurs and business owners seeking wealth strategies
Look elsewhere if
- Saturday or Sunday financial consultations
Specialties
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- business retirement plans
- wealth strategies
- financial planning for entrepreneurs and business owners
Certifications
- CFP® (CERTIFIED FINANCIAL PLANNER®)
What makes them different
- Tom Holtz holds the CFP® certification
- Accepting new clients
- Dedicated focus areas include retirement, estate and legacy, business retirement, and wealth strategies
- Office appointments are available Monday through Friday from 9:00 AM to 5:00 PM
- Denise Casey is listed as the branch office administrator
Distilled from this business's own website.
Contact & Location
- Address
- 1516 E Franklin St Ste 202, Chapel Hill, NC 27514
- Phone
- 9199038020
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- tom.holtz@edwardjones.com
Services
- retirement planning
- estate and legacy planning
- business retirement planning
- wealth planning
- financial planning for entrepreneurs and business owners