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March 2022 by Jennifer D
Holmes Management is very professional, competent, reliable, and personable company. They go about and beyond to take care of my investments and financial needs and ALWAYS have your best interest in mind. I highly recommend Holmes Management.
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March 2021 by Susan Livingston
I have been a client of Glen Holmes at Holmes Management for many years. I came to him after a massive financial setback which left me struggling (and without belief I'd get beyond it). He spent a great deal of time with me going over my situation and then assured me that not only was I going to get back to where I was before the crisis, but that I would exceed it. Glen helped me identify financial and personal goals and we put together a plan for me to prosper - from the short term to the long term. I followed the plan to a 'T" and I watched as his knowledge and vision brought me back to sound financial health and fitness. I cannot say enough about his knowledge of financial markets and financial planning and his ability to connect with what is uniquely important for each client. He and his equally knowledgeable and amazing staff inspire trust. They are always available by phone or appointment. They communicate exceptionally well. Having my financial house in order and planning for the future were important steps that lifted the weight of uncertainty and stress off my shoulders. Because of that, this professional relationship has added value to every other part of my life. I recommend Holmes Management 100%.
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February 2021 by Dr. Craig T.
Glenn has been our financial advisor for over 25 years and I can recommend him highly. He has a highly personalized approach based on listening to your future goals and consideration of current lifestyle. He really listens to understand your situation and makes recommendations based on what he hears and his knowledge and experience as a financial adviser; it is not a one size fits all cookie cutter approach but rather an individually tailored program. Based on his advice, we were able to pay for 4 years of private college tuition without any loans, keep our current lifestyle, and save for retirement. Completely trust Danielle and Glen with our money and highly recommend them, they truly live by their mission and we couldn't be more pleased with the results.
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March 2020 by Teresa Lewis
I've known Glen Holmes for many years as my financial advisor. Looking back, I didn't make alot of money in the beginning, but Glen started me doing small investing. As my income increased so did my investments. Mr. Holmes is not just great financial advisor, but also a good friend. He makes that extra effort to get know you and recommends personalized strategies to reach your financial goals.
