Howard J Holmes Cfa Registered

Holmes Investment Management Inc. is a registered investment adviser located in Brockton, Massachusetts, providing independent and comprehensive investment management services to individuals, families, and small business owners. Committed to personalized financial advice, the firm prioritizes building long-term relationships while ensuring clients receive unbiased recommendations free from conflicts of interest prevalent in larger Wall Street firms.

With a focus on understanding clients' personal goals, Holmes Investment Management works one-on-one with clients to create tailored plans in areas such as investment management, financial planning, education planning, retirement planning, and estate planning. This local advisory firm prides itself on integrity, intelligent advice, and a commitment to serving the community through referrals rather than national advertising campaigns.

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