Edward Jones - Financial Advisor: Tom Holtz, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Tom Holtz is a Certified Financial Planner (CFP®) and financial advisor based in Chapel Hill, North Carolina. He provides personalized financial planning and investment guidance to clients in the local area. Tom specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to help clients achieve their financial goals.

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