Rich Holden - Raymond James
Annuity General
Serving the Newport News area.
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We provide an unsurpassed level of personal service. We treat people of all income levels with dignity and respect. We love that our clients become our family.
- HoursOPEN NOW
- Regular Hours:
Mon - Fri - Phones:
Main - 757-240-2702
Fax - 757-240-2793
ExtraTollFree - 877-898-5336
Extra - 757-240-2302
- Address:
- 751 Thimble Shoals Blvd Ste L Newport News, VA 23606
- Email:
- Link:
- Categories
- Financial Planners, Financial Services, Financing Services, Investment Advisory Service, Investments
- Location
- Conveniently located in the Oyster Point Area of Newport News, VA, servicing Newport News, York County, Hampton, and surrounding communities.
- Amenities
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- Accreditation
Certified Financial Planner
General Info
As a Certified Finanncial Planner, Rich understands that serving clients' financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone's needs and financial goal for the future are unique. With more than 15 years of experience in the financial services indutry, Rich advises clients on a broad range of investment strategies based on their goals and risk tolerance, in order to build a comprehensive, individualized financial plan that meets the needs of each investor.As a branch manager of the Raymond James Financial Services, Inc., Member FINRA/SIPC offices in Newport News, Virginia, Rich specializes in retirement planning. His services include, but are not limited to: stocks, bonds, mutual funds, individual retirement accounts (IRAs) 401(K) investments, insurance, educational savings accounts and Section 529 college savings plans.