Holaday & Associates

For more than 35 years Timothy Cartier and his team have assisted families in obtaining financial freedom in retirement through utilizing personalized investment strategies. Whether you are saving for a child's college education, accumulating money for your own retirement or getting ready to retire, they are here to help you create a plan. We offer assistance in everything from 529 college saving plans, Life Insurance, 401k rollovers, Individual Retirement Accounts (IRA's), SEP IRA's, Roth IRA's, Annuities, Benefit and Estate Planning and everything in between. Let our family take care of yours!

Located in El Cajon, CA, Edward Jones Investments stands out as a financial services firm dedicated to guiding individuals, families, and small businesses towards their financial aspirations. Specializing in personalized solutions, they assist clients with investment management, retirement planning, estate planning, and education savings initiatives. What sets Edward Jones apart is their extensive network of financial advisors spread across the country, ensuring clients receive tailored advice and consistent support as they navigate the complexities of financial planning. At Edward Jones Investments, the emphasis lies on fostering enduring relationships between advisors and clients, fostering a sense of trust and reliability. By prioritizing individualized care over standardized transactions, Edward Jones creates a welcoming environment where thoughtful financial planning is accessible to a diverse range of investors. With a focus on custom-tailored strategies, they empower clients to prepare effectively for the dynamic stages of life, embodying a commitment to comprehensive financial well-being. Generated using this brand's available information