Seeman Holtz

(on southwest acacia street)
Business Consulting and Services in Newport Beach, CA
Business Consulting and Services
Financial and Investment Services
Insurance

Location

20280 Southwest Acacia Street
Newport Beach, CA
92660

About

Seeman Holtz is a leading comprehensive pre and post retirement planning company in the nation. We have been working with the retirement community since 1998. Our organization serves thousands of clients nationwide, helping them to plan & manage all aspects of their retirement. Seeman Holtz is headquartered in South Florida, and offers local offices from coast to coast.

We are committed to providing value to each client relationship. From the initial conversation, we strive to educate clients to our process, our core philosophies and our service model.

Our goal is simple enough: to earn all the business from our clients. We know that the only way to achieve this goal is to consistently provide value.

Seeman Holtz works with clients based upon directions that we have developed over 15 years of working with retirees. Our company did not start with this philosophy. We started out selling products. Over time we identified how various products and strategies fit into different family situations most effectively and more importantly which products and strategies don’t fit in those situations. We started out being good salespeople and over time became advisors. In 2007, we incorporated our formal client service model into our relationships. We went from being advisors to creating value as trusted advisors. Each day we get better at our craft and each day our clients benefit more from the relationship.

Seeman Holtz was co-founded in 1998 by Eric Holtz and Marshal Seeman. Marshal and Eric were freshman roommates at Washington University (Saint Louis) and have been close friends ever since. They both played football and were on the university’s track and field team – eventually becoming the co-captains of both teams.

With core philosophies and unmatched client appreciation and service, Seeman Holtz has a clear vision to become the most respected pre and post retirement planning company in the nation!

Latest

Don’t Get Sunk Without Coverage: 5 Factors to Consider for a Boat Policy http://vlnkx.com/3wWunZX
4 Tax-Efficient Ways to Transfer Wealth http://vlnkx.com/T00FqP4
Common Questions About Insurance for Home-Based Businesses http://vlnkx.com/s4gpmEY
How Much Liability Coverage Do Individuals Need? http://vlnkx.com/m5X1CBg
A Guide to Bonds & Bond Alternatives http://vlnkx.com/hR0wncq
4 Types of Protection Yacht Insurance Offers http://mrkt.ms/ng6j
3 Investment Alternatives to a Certificate of Deposit http://vlnkx.com/RRE9U6_
What Is Risk Management & Why Is It Important? http://vlnkx.com/Ql7wPF7
Why Should Businesses Invest in Commercial Trucking Insurance? http://vlnkx.com/EtYmPy5
An Introduction to Structured Settlement Investments http://vlnkx.com/AIwvO8h
Why Should Businesses Outsource Payroll? http://lnk4u.us/ucXeCOl
Will You Be Taxed for Giving a Gift to Your Child? http://lnk4u.us/KWG44HL
Common Questions About Home Insurance http://lnk4u.us/vYBlegW
3 Investment Strategies When Retirement Age Is Near http://lnk4u.us/-ECMcPc
3 Factors to Consider When Purchasing Life Insurance http://lnk4u.us/pBj2mjB
A Guide to Flood Insurance http://lnk4u.us/fBFw8tb

Information

Company name
Seeman Holtz
Category
Business Consulting and Services

FAQs

  • What is the phone number for Seeman Holtz in Newport Beach CA?
    You can reach them at: 949-724-9697. It’s best to call Seeman Holtz during business hours.
  • What is the address for Seeman Holtz on southwest acacia street in Newport Beach?
    Seeman Holtz is located at this address: 20280 Southwest Acacia Street Newport Beach, CA 92660.