Additional Information

  • Categories: Financial Service Organizations, Financial Advisors & Planners
  • Services: Portfolio Construction, Investment planning, Asset allocation and rebalancing, Fixed income and retirement income portfolio construction, Investment advising, Retirement planning, Option strategy investing, Insurance review

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    08:30 AM - 05:00 PM
    Tuesday
    08:30 AM - 05:00 PM
    Wednesday
    08:30 AM - 05:00 PM
    Thursday
    08:30 AM - 05:00 PM
    Friday
    08:30 AM - 05:00 PM
    Saturday
    Closed
  • Add'l Hours Info: Available by appointment on nights and weekends.

About Us

  • Holmes Investment Management is a Registered Investment Adviser and independent firm that can help you achieve your financial goals. When you work with us, you receive advice unblemished by the conflicts of interest that have plagued Wall Street firms. We are free to recommend the best financial products to help you meet your goals. And with no sales quotas, we can devote the time needed to properly research and monitor your investments. With no national ad campaigns, we rely on referrals from people in our community to grow our business. You won’t be treated like just another account number, and there is no corporate bureaucracy to navigate when you need an answer about your money.