Our Team Tailors a Financial Plan to Help Meet Your Needs & Goals
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, selecting from a wide range of products and services from many different companies.
Your Information & Investments Are Kept Confidential
Clients are assured of confidentiality for all personal and financial information. In addition, Holden & Mickey does not retain custody of client funds but entrusts these funds to its broker-dealer, adding a layer of protection for clients.