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Edward Jones - Financial Advisor: Torsten Holmes, AAMS®

1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013, USA
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Detailed Information
Openning hours
  • Monday 7:30 AM – 4:30 PM
  • Tuesday 7:30 AM – 4:30 PM
  • Wednesday 7:30 AM – 4:30 PM
  • Thursday 7:30 AM – 4:30 PM
  • Friday 7:30 AM – 4:30 PM
  • Saturday Closed
  • Sunday Closed
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Edward Jones - Financial Advisor: Torsten Holmes, AAMS®
Edward Jones - Financial Advisor: Torsten Holmes, AAMS®
Edward Jones - Financial Advisor: Torsten Holmes, AAMS®
Reviews
James Smith (10/08/2020)
The measure of an investment advisor isn’t how much you make in a great market, it’s how little you lose in a bad market. Torsten Holmes has handled my investments for over 10 years. Through the rough times of 2008-2009 and the spring of 2020, I lost a fraction of what my friends did and recovered it all and more very quickly. The investment plan Torsten put together for my wife and my retirement is working beautifully and we have no worries about running out of money. He does all the work and we have regular update meetings to make sure we are on track. And the fees are very small for the results. We didn’t want to retire from one job, just to take on the job of managing, researching and worrying about our financial future. Using Torsten is no doubt the best retirement decision we ever made.
Sean Richardson (11/08/2019)
Torsten invests the time to understand your goals and creates a custom plan, tailored to achieve them. A simple approach, but a rare trait! He is never too busy and never tries to sell me anything. I consider him a trusted adviser and would highly recommend Torsten to anyone.
Michael Wojnicki (03/05/2018)
Torsten has been my financial planner for over ten years, he is the best out there. He has always put my financial needs first and foremost. He has set up multiple accounts for my business and my staff, he is so informed with all aspects of the business. He also has helped save me a fortune in taxes. His staff is wonderful too, I can not say enough about Torsten. If you need an amazing financial adviser use Torsten.
Meredith West (05/22/2018)
I've worked with Torsten for over 10 years, and I highly, highly recommend him. His breadth of knowledge, insights and problem-solving skills have been invaluable as I've moved through various life periods and goals. Further, he is able to communicate each component of financial strategies in understandable, but thorough terms. Finally he and Gwen, his office manager, are *incredibly* responsive, and return calls and emails very quickly.
Robin Smith (09/12/2017)
Torsten works diligently to ensure that his clients unique needs and goals are thoroughly discussed and then addressed via their plan. He sincerely cares about his clients long term financial success and stays up to date on new investment rules, strategies and opportunities. A great financial advisor!
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