Financial Planning & Investment Advisory
Holbrook & Manter provides customized financial planning and investment advisory services to meet clients' specific needs.
Financial Planning Services
Holbrook & Manter in conjunction with our planning partner Pinnacle Wealth Planning Services, Inc. offers a highly personalized comprehensive planning process in which clients' goals are discussed, reviewed, and evaluated. After analyzing clients' financial needs, we present them with individually tailored plans designed to achieve established goals and objectives. After they are accepted, these plans are closely monitored throughout the implementation process. In addition, we have a variety of plan levels available to meet our clients' needs.
Financial Planning and Investment Advisory Services
Holbrook & Manter in conjunction with our planning partner Pinnacle Wealth Planning Services, Inc. assists its clients by devising written investment policies while taking into consideration their risk tolerance levels, required state of returns, and future financial requirements. Although we prefer to take clients through the financial planning process first, it is not a requirement. As with our financial planning services, we offer several plan levels to accommodate the specific needs of each client
Holbrook & Manter offers additional Advisory Services in the following areas:
- Estate Planning
- Internet Access
- Retirement Planning
- Insurance and Stock
- 401K Planning
- Bonds
- College Funding
- Annuities
Pinnacle
Wealth Planning Services, Inc. provides financial planning and investment advisory exclusively through Certified Public Accountants and Attorneys for the benefit of their clients.
Combining knowledge and experience, Pinnacle delivers high quality financial planning and investment advisory services that represent one of the most complete programs of its kind available anywhere.
Pinnacle trains and licenses only CPAs and Attorneys to become to become Pinnacle Advisors® who then facilitate servicing clients, like you, financial planning and investment advisory. This is the kind of service previously available only to the wealthiest of clients.
Working in conjunction with your Pinnacle Advisor®, Pinnacle's experienced financial planners and investment consultants integrate the various planning and investment disciplines to provide customized financial planning and investment advisory services to meet your individual needs.
For more information about Pinnacle Wealth Planning Serices, Inc. visit www.pinnacleadvisors.com
Leadership Team
Get to know the members of Holbrook and Manter's Financial Planning and Investment Advisoryeadership Team.
For more information about our services, please contact Holbrook & Manter.
