Seeman Holtz Comprehensive Advisory - Similar companies

Seeman Holtz is a comprehensive pre & post-retirement financial planning company. We have been working with the retirement co ... mmunity since 1998. Our organization serves thousands of clients nationwide, helping them to plan and manage all aspects of their retirement. Seeman Holtz is headquartered in South Florida, and offers local offices from coast to coast. Through a consultative and client centric “process” of direction-based financial planning, we are committed to providing value to each client relationship. From the initial conversation, we strive to educate clients to our process, our core philosophies and our service model. Seeman Holtz works with clients based upon financial “directions” that we have developed over the years servicing retirees. Communication and education coupled with client service has created a vibrant core of Trusted Financial Advisors who perpetuate and validate our business model. Advisors work toward positioning and realigning assets “directionally” to address the needs of clients and maximize opportunities, with a focus on safe money options and tax efficient strategies. Our goal is simple enough: to earn all of our clients’ business. We know that the only way to achieve this goal is to consistently provide value. read more