Advising clients on insurance and investment strategies that work best for helping to achieve specific goals. Leveraging relationships with a range of service providers for the benefit of clients.
PERSONALIZED INVESTMENT STRATEGIES
Regardless of your career, business or life situation, Holden & Mickey professionals can help you identify appropriate strategies to protect your existing assets while considering strategies for future growth.
FOUR GENERATIONS OF EXPERIENCE
The Holden & Mickey support team has garnered almost 75 years of combined experience assisting clients, ensuring continuity and excellence in financial planning.