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R
9 months ago

I would like to express my appreciation for the ou...

I would like to express my appreciation for the outstanding service provided by Holmes Financial Group. Their team was knowledgeable, professional, and responsive to all my inquiries. I was thoroughly impressed with their attention to detail and commitment to helping me reach my financial goals. Keep up the excellent work!

A
10 months ago

I had an amazing experience with Holmes Financial ...

I had an amazing experience with Holmes Financial Group! Their team went above and beyond to help me manage my finances. They provided me with clear guidance and made sure I understood every aspect of my financial plan. I'm so grateful for their expertise and support. 😊

T
10 months ago

I was really impressed with the services provided ...

I was really impressed with the services provided by Holmes Financial Group. They helped me gain a better understanding of my financial situation and assisted me in making well-informed decisions. Their team was professional, knowledgeable, and always available to address my concerns. I highly recommend them!

T
10 months ago

I recently used the services of Holmes Financial G...

I recently used the services of Holmes Financial Group and must say that I am impressed. They provided me with valuable advice and helped me organize my finances. The team was friendly and approachable, making it easy to discuss my financial concerns. Highly recommended! 😊

M
10 months ago

The services provided by this company were top-not...

The services provided by this company were top-notch. I was impressed with their professionalism and attention to detail. They provided me with sound financial advice without any hidden fees or charges. I would definitely recommend them to anyone in need of financial assistance.

C
1 year ago

I recently sought the services of a financial grou...

I recently sought the services of a financial group and was thoroughly satisfied with my experience. They provided me with practical advice that allowed me to make informed financial decisions. I appreciated their attention to detail and dedication to helping me achieve my goals. Highly recommended!

G
1 year ago

I recently availed the services of a financial gro...

I recently availed the services of a financial group and found them to be extremely helpful. They provided me with valuable advice and helped me understand my financial situation better. I would highly recommend their services to anyone looking for solid financial guidance.

J
1 year ago

I had a great experience working with Holmes Finan...

I had a great experience working with Holmes Financial Group. Their team was reliable, providing me with sound financial advice tailored to my needs. They made the process smooth and hassle-free. I would definitely recommend their services to anyone looking for financial assistance.

B
1 year ago

💯 Holmes Financial Group exceeded all my expectati...

💯 Holmes Financial Group exceeded all my expectations! Their team was incredibly supportive and provided me with expert guidance. They helped me navigate complex financial matters with ease, ensuring I felt confident every step of the way. I can't thank them enough for their fantastic service!

A
1 year ago

I had a very positive experience with Holmes Finan...

I had a very positive experience with Holmes Financial Group. The team was courteous and knowledgeable, and they took the time to answer all my questions. Their expertise helped me make informed decisions about my finances. I would definitely recommend their services to others.

S
1 year ago

I had a great experience with Holmes Financial Gro...

I had a great experience with Holmes Financial Group. Their team was very helpful and provided excellent customer service. They took the time to understand my financial goals and develop a personalized plan to help me achieve them. I highly recommend their services.

About Holmes financial group

Holmes Financial Group: Your Trusted Partner in Achieving Long-Term Financial Goals

Holmes Financial Group is a financial planning and investment management firm founded by Steven L. Holmes, a Certified Financial Planner™ and CPA with over 20 years of experience in the industry. The company is dedicated to helping clients achieve their long-term financial goals through personalized strategies that are tailored to their unique needs and circumstances.

At Holmes Financial Group, we understand that every client has different financial objectives, risk tolerance levels, and investment preferences. That's why we take a holistic approach to financial planning that takes into account all aspects of our clients' lives - from their current income and expenses to their retirement plans, estate planning needs, and more.

Our team of experienced professionals works closely with each client to develop customized financial plans that align with their goals and values. We use advanced tools and techniques to analyze our clients' current financial situation, identify potential risks or opportunities for growth, and recommend strategies that can help them achieve long-term success.

Whether you're just starting out on your career path or nearing retirement age, Holmes Financial Group can help you navigate the complex world of finance with confidence. Our services include:

- Investment Management: We offer a range of investment options designed to meet your specific needs - from low-risk fixed-income securities to high-growth equities.
- Retirement Planning: We'll work with you to create a comprehensive retirement plan that takes into account your lifestyle goals as well as your income needs during retirement.
- Estate Planning: Our team can help you develop an estate plan that ensures your assets are distributed according to your wishes while minimizing tax liabilities.
- Tax Planning: As CPAs ourselves, we have extensive knowledge of tax laws at both the federal and state levels. We'll work with you throughout the year to minimize your tax burden while maximizing deductions.
- Insurance Planning: We'll review your existing insurance policies (life insurance, disability insurance, long-term care insurance, etc.) and recommend changes or additions as needed to ensure you're adequately protected.

At Holmes Financial Group, we believe that financial planning is not a one-time event but an ongoing process. We'll work with you every step of the way to monitor your progress, adjust your strategies as needed, and help you stay on track towards achieving your long-term goals.

If you're looking for a trusted partner in achieving financial success, look no further than Holmes Financial Group. Contact us today to schedule a consultation and learn more about how we can help you achieve your dreams.

Holmes financial group

Holmes financial group

4.2