James R Holt, CFP

James R Holt, CFP is a financial advisory firm located in Indianapolis, IN, offering professional guidance and a wide range of products and services to help individuals, families, and businesses achieve their financial goals. With a commitment to providing personalized and informed advice, they assist clients in areas such as retirement planning, wealth accumulation, college savings plans, insurance, and investment management.

As a licensed insurance and securities professional, James R Holt and his team at James R Holt Associates work closely with clients to understand their unique needs and create a customized road map to financial freedom. With a focus on informed decision-making and long-term financial well-being, they strive to help individuals and businesses navigate the complexities of financial planning and achieve their desired outcomes.

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