Seven Two Advisors
Financial Advising
Why pick this one
Seven Two Advisors provides comprehensive financial planning and treats clients like family, ensuring personalized strategies for each unique situation.
Best for
- individuals seeking personalized financial planning
- business owners needing tax optimization
- retirees looking for sustainable income strategies
Look elsewhere if
- those seeking basic tax services
- clients needing one-time quick consultations
Specialties
- financial planning
- tax optimization
- investment policy design
- risk management
- estate planning
Certifications
- SEC Registered Investment Advisor
What makes them different
- they offer an advice-only financial planning process
- Patrick W. Holmes treats clients like family
- allows clients to revise their financial plan as their situations change
- provides financial education resources
- offers DIY financial planning courses
Distilled from this business's own website.
Contact & Location
- Address
- 442 S Main St, Davidson, NC 28036-0347
- Phone
- +17047363688
- Website
- https://seventwoadvisors.com/
- patrick@seventwoadvisors.com
Services
- comprehensive financial advising
- workshops
- financial education
- consultation