Holman Wealth Management, LLC

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Holman Wealth Management, LLC phone number(972)702-6032 phone number is verified by the business owner


hours of operations CLOSED NOW
Today: 8:30 am-5:30 pm business hours
open quoteHolman Wealth Management is a CFP Certified Financial Planner and a CFA Chartered Financial Analyst. We are a full service investment and financial planning advisory firm. We provide investment read moreclose quote


Address: 4035 Shady Hill Dr
Dallas, TX 75229
Telephone: (972)702-6032
Categories:Financial Consultants, Financial Planners, Investment Services, Finance Broker
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General Information

Holman Wealth Management is a CFP Certified Financial Planner and a CFA Chartered Financial Analyst. We are a full service investment and financial planning advisory firm. We provide investment advice, wealth management, retirement strategies, and financial planning. We develop strategies and plans for each of our clients to follow based on integrity and a deep understanding of their financial goals and dreams. For business entities with employer sponsored employee benefit plans such as retirement plans and group benefits, we perform a comprehensive review including recommendations to meet their fiduciary responsibilities. As a Registered Investment Advisor, we are obligated and committed to always do what is in the best interest of each one of our clients.

Payment Options: Visa, Master Card, American Express, Discover, Personal Checks

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