Edward Jones - Financial Advisor: Ricki Holtzman

Services Offered

• Retirement Planning
• Investment Management
• Education Savings
• Insurance Needs

About

Ricki Holtzman is a financial advisor based in Watertown, Wisconsin, affiliated with Edward Jones. She offers a personal approach to investing, focusing on retirement planning, education savings, and insurance needs. Ricki provides tailored financial guidance to individuals and families, helping them navigate their financial futures. Her practice emphasizes building long-term wealth through strategic investment management and personalized consultations.

Reviews

Location

Business Information