Jeff Holmes, Founder/Owner of Assured Financial, LLC, specializes in assisting clients with retirement planning. See sector focus and contact routes.
Jeff Holmes, Founder/Owner of Assured Financial, LLC, specializes in assisting clients with retirement planning, wealth preservation, asset and income growth, and tax-saving strategies. He has 30 years in the financial services industry, conducting retirement planning courses for over 20 years. He is an Investment Advisor Representative, Certified Financial Fiduciary, and Certified Retirement Counselor, operating in Scottsdale, AZ.
Every field above is read from the StartupFundraising firm directory — disclosed location, recorded investments and stated focus — and re-checked as filings arrive. Founders pair it with investors in Tempe when building a target list.
Investors like Jeff Holmes · Full investor directory · Investor access · Company funding database