I wouldn't choose another advisor. Glen is a wonderful man as well as teacher. We came to Glen with a lot of questions after leaving another advisor. He made us feel very sure of our situation. He is very quick to return phone calls as well as emails. Glens staff members are very welcoming and have made my wife and I feel like family. Glen knows what he's doing and we trust him fully. Glen looks at the whole picture instead of acting on impulse. When the market dropped in 2008 we had peace of mind knowing Glen was the one handling our assets. His 36 years of experience have added to his knowledge and insight of todays economy. We are thankful to have glen as our advisor and friend.

Glen has made us think much more strategically about our finances rather than constantly being in reactive mode (and ignoring longer-term things entirely). We appreciate how he explains the why of things rather than just using checklists and rules of thumb. Walter is reachable by phone and is happy to help us out with any and all financial and vaguely finance-related questions we have.



If your goal is to get a strategic planner who will help you meet both your short- and long-term goals, while teaching you how this stuff works, Glen is your guy

Glen has been our advisor for over 15 years. Prior to becoming our advisor we had used others who started off good, but soon showed their true colors. Even when we moved to Florida, Glen stayed in touch with us and kept our planning up to date. And when my wife died, Glen was there to help me with the details. It all went very smoothly. Glen has been extremely thorough, explains the various options in a manner that the non-lay investment person can understand. He is very quick to return calls and is very personable. I would highly recommend him to anyone seeking an extremely competent financial expert

Glen Holmes is by far the best financial consultant that I have ever worked with. He is honest and has more integerity then most. I highly recommend his services to all.

Business is very convient and parking is very ample. The office is beautiful. Many first impressions are conceived by phone. On June 11th I called to get more information on fees, information gathering, etc. The woman who answered the phone was very curt and made me feel as though I was disturbing her. I was told Mr. Holmes was busy and I said I would call back. Later that day I called and the young person who answered the phone was curteous and very professional and again I was told that Mr. Holmes was busy. I said I would call back but this young person tried to get my name and phone#. This is the person who should be answering the phones. This person made me feel as though my call counted and was concerned that I would get a call back. If at all interested in my business you may call me at 488-8468. Mrs. Bellisari