Steve Holbrook
Financial Advising
Why pick this one
Steve Holbrook provides holistic investment and insurance planning for high-net-worth clients from Greensboro, North Carolina.
Best for
- High-net-worth individuals seeking asset growth and protection
- Families needing holistic financial planning
- Corporate executives with complex financial issues
- Businesses seeking investment and insurance strategies
- Clients wanting portfolio management informed by time horizon and risk tolerance
Look elsewhere if
- Clients seeking services outside high-net-worth asset growth and protection
- Clients needing emergency or after-hours financial assistance
Specialties
- Holistic financial planning
- Investment strategy design
- Insurance strategy design
- Portfolio management for high-net-worth clients
- Asset growth and protection
Certifications
- Series 7
- Series 8
- Series 24
- Series 27
- Series 53
- Series 63
- Series 65
- Series 66
- Registered in Arizona
- Registered in Florida
- Registered in Georgia
- Registered in Massachusetts
- Registered in North Carolina
What makes them different
- Branch Manager at Oppenheimer's Greensboro branch
- Executive Director-Investments and Senior Portfolio Manager
- Uses an in-depth discovery process covering goals, values, time horizon, and risk tolerance
- Focuses on high-net-worth individuals, families, corporate executives, and businesses
- Oppenheimer offers wealth management, capital markets, and investment banking resources
- Response time
- Someone will be in contact promptly
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 800 Green Valley Rd, Greensboro, NC 27408-7027
- Phone
- +13365747409
- Website
- http://www.oppenheimer.com/advisor/nc/greensbor...
Services
- Wealth management
- Financial planning
- Investment management
- Portfolio management
- Insurance planning