portrait of Torsten W Holmes
FINANCIAL ADVISOR

Torsten W Holmes

CEPA®, AAMS™
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Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Soccer
  • Traveling
  • Art & Theater
  • Auto Racing
  • Horseback Riding

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Fax

(888) 314-8931

Branch Team

  • Gwen Fischer
    Registered Branch Associate
  • Hallie Fischer
    Branch Office Administrator

Office Address

1420 W Exchange Pkwy
Bldg A Suite 160
Allen, TX 75013
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