"Are you prepared for the future? With more than 20 years of experience,Seeman Holtz is your trusted leader in pre- and post-retirement planning. Based out of Boca Raton, FL, this trusted team of financial planners serves clients across the country. You'll benefit from their commitment to personal attention, one-on-one communication, and personalized strategies.
As a leading retirement planning agency, these professional advisors are at the forefront of investment solutions that don't involve downside risk or market loss. Clients can select from a wide range of products, including stocks, bonds, and mutual funds. Speak to knowledgeable staff members about banking products ranging from money market and savings accounts to market-linked certificates of deposit and high-yield checking accounts."
Insurance Agencies, Risk Management, Financial Services