Holmes Financial - Sacramento, California

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Holmes Financial: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Holmes Financial presents a compelling option. Located in Sacramento, California, at 2020 Hurley Way Ste 225, this firm offers a personalized approach to managing wealth and achieving long-term financial goals. Holmes Financial distinguishes itself through a commitment to client-centric service and a deep understanding of complex financial landscapes. They operate with a philosophy prioritizing transparency and building lasting relationships with their clients.

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About Holmes Financial

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Holmes Financial is a dedicated financial planning firm specializing in helping clients navigate various stages of their financial lives. They provide a wide range of services, including retirement planning, investment management, estate planning, and tax planning. The firm’s core mission revolves around empowering clients with the knowledge and tools necessary to make informed decisions about their money. Their experienced team works closely with each client to develop customized strategies tailored to their unique circumstances, risk tolerance, and objectives. The firm’s approach emphasizes proactive planning and ongoing support, ensuring clients stay on track towards their desired outcomes.

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Location and Accessibility

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The firm’s physical address is 2020 Hurley Way Ste 225, Sacramento, CA 95825, United States. This location provides a convenient and professional environment for client consultations. Holmes Financial is committed to accessibility and has implemented several features to ensure a comfortable experience for all clients, including:

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• Wheelchair-accessible car park: Convenient parking is available for clients who require it.

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• Wheelchair-accessible entrance: The building entrance is fully accessible.

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• Wheelchair-accessible toilet: Accessible restroom facilities are provided.

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• Toilet: Standard restroom facilities are available.

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Appointments are highly recommended to guarantee adequate time for a thorough consultation and personalized planning session. Contacting them in advance allows the team to prepare for your specific needs and ensure a productive meeting.

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Contact Information

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Potential clients can easily reach Holmes Financial through the following channels:

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• Phone: 9166908600

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• Website: holmesfin.com

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Client Feedback and Reputation

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Holmes Financial has garnered positive feedback from its clients, evidenced by two reviews on Google My Business. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. These reviews consistently highlight the firm's professionalism, expertise, and dedication to client success. Specifically, clients appreciate the firm’s ability to simplify complex financial concepts and provide clear, actionable advice. The team’s responsiveness and commitment to ongoing support are also frequently mentioned as key strengths. Further details regarding these reviews can be found on the Google My Business page.

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Specialties and Services

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Holmes Financial’s primary specialty lies in comprehensive financial planning. However, they offer a diversified suite of services designed to address a broad range of financial needs. Some of these include:

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• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.

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• Investment Management: Creating and managing investment portfolios aligned with client goals and risk tolerance.

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• Estate Planning: Helping clients plan for the transfer of assets and minimize estate taxes.

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• Tax Planning: Identifying opportunities to reduce tax liabilities and optimize financial efficiency.

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• Insurance Planning: Assessing insurance needs and recommending appropriate coverage.

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The firm’s advisors possess a deep understanding of market trends and regulatory changes, enabling them to provide clients with informed and strategic recommendations.

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Why Choose Holmes Financial

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Several factors contribute to Holmes Financial’s appeal as a financial planning partner. These include:

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• Experienced Professionals: A team of qualified and experienced advisors.

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• Client-Focused Approach: A commitment to understanding and addressing individual client needs.

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• Personalized Strategies: Customized financial plans tailored to unique circumstances.

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• Ongoing Support: Continuous monitoring and adjustments to ensure plans remain effective.

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• Accessibility: Convenient location and accessible facilities.

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Ultimately, Holmes Financial strives to be more than just a financial advisor; they aim to be a trusted partner in helping clients achieve their financial aspirations. Their dedication to providing exceptional service and building strong client relationships sets them apart in the industry.

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👍 Reviews of Holmes Financial