Caterina Holt - Raymond James

Services Offered

• financial planning
• investment management
• retirement planning
• wealth accumulation

About

Caterina Holt is a financial advisor based in Muskegon, Michigan, affiliated with Raymond James. She provides financial planning and investment guidance to clients in the local area. Her services typically include retirement planning, investment management, and wealth accumulation strategies. Caterina focuses on helping individuals and families achieve their financial goals through personalized advice and tailored solutions.

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