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.
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