BambiHolzer.com
Title
Bambi Holzer Financial Group
Description
Excerpted from the website:
- Bambi Holzer provides investment advice to individuals and families who seek a balanced, comprehensive approach to wealth management. Focusing on overall life planning, she assists clients in exploring and defining their goals and objectives, taking into consideration family, career, retirement, and other important aspects of a persons life. These goals form the basis of a balanced investment program designed to achieve key financial objectives while staying within the clients risk tolerance. Ms. Holzer also consults to corporations, providing advice and counsel in the areas of pension plan design, investment planning, and employee communications. During her 25-year career, she has worked with hundreds of individuals and families.
Address
- 1601 Cloverfield Blvd, 2nd Floor S
- Santa Monica CA 90404 US
Additional Information
Related Domains
External Links
Categories:
- 1031 Exchange
- 401k
- Accredited Investment Fiduciary
- Advisor
- Annuity
- Bambi Holzer Financial Group
- Charitable Giving
- Employee Benefits
- Endowment
- Estate Planning
- Fiduciary
- Financial
- Future
- Getting Yours
- Insurance
- Investment Policy Guidelines
- Investments
- Money
- Mutual Funds
- Pension
- Planned Giving
- Private Annuity Trust
- Profit Sharing
- Prudent Man Rule
- Retire Rich
- Retirement
- Set For Life
- Stocks
- Tax Planning
- Wealth Management