Whether you’re a company or an individual, protecting your assets starts with sound financial advice and effective risk management strategies. At Seeman Holtz Family of Companies in Boca Raton, FL, clients from all walks of life and industries will enjoy access to value-added services. Backed by a national network and a wealth of knowledge, these professionals provide a wide range of solutions to secure and grow what matters most to you.
From humble beginnings, business partners Marshal Seeman and Eric Holtz have continued to grow the Seeman Holtz Family of Companies into a trusted financial advisory firm. Their comprehensive risk management services and dependable financial advice are perfect for pre- and post-retirement clients looking for investment strategies, personal insurance plans, and smart banking options. Knowledgeable advisors are on hand to help you and your loved ones during regularly scheduled meetings throughout the year, a service not readily available at other firms.
Commercial clients can also put their faith in this strong team of technical experts that pair businesses with insurance products ranging from workers’ compensation and professional liability to medical malpractice and employee benefits coverage. Additionally, they offer payroll and human capital management services to free up your time and energy. No matter what your operation needs, their proactive staff will work to gain your trust, leading to a lasting relationship.
Dedicated to offering the highest quality, value-added client services in the industry, Seeman Holtz Family of Companies is the firm you can rely on for top-of-the-line risk management solutions and financial advice. Call them today at (800) 991-3592 to request a quote or visit them online for more information.
Address: 301 E Yamato Rd, Boca Raton
Store Hours:
Mon-Fri: 9:00AM - 5:00PM
Sat-Sun: Closed
Address: 20280 Southwest Acacia Street, Newport Beach
Store Hours:
Unknown