CONTACT

Karen Holmes

(301) 998-6108

WEBSITE

www.holmesfinancial.com

CORE COMPETENCIES

Financial Services

ABOUT

Holmes and Associates Financial Services works hard to serve individuals and small business owners for whom they provide tax optimized wealth creation, wealth preservation, and sustainable retirement income solutions and implementation.

Striving to understand customer goals, objectives, and to maintain an environment of open and regular communication.

Their customized wealth management strategies are designed to help provide confidence and freedom to pursue your passion or life purpose! Believing that exceptional planning means accounting for every possible aspect of your financial future.