Torsten Holmes, Financial Advisor located in Allen, TX

Financial Advisor
Torsten W Holmes

CEPA®, AAMS®
1420 W Exchange Pkwy, Bldg A Suite 160, Allen, TX 75013opens in a new window
Accepting New Clients
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Focus Areas

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

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

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

Team Members

  • Gwen Fischer
    Associate Financial Advisor
  • Hallie Fischer
    Sr. Branch Office Administrator
    FPQP®

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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

Phone

(469) 854-6518

Fax

(888) 314-8931

Office Address

1420 W Exchange Pkwy
Bldg A Suite 160
Allen, TX 75013opens in a new window

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