Financial Advisor Image
Dan Holl MSFS,AEP,CLU,ChFC,LUTCF,RICP Financial Advisor
110 Packerland Drive
Suite D
Green BayWI 54303
Phone: 920-321-0321
Fax: 920-321-1917
Toll-Free: 888-574-8833
2115 S. Taylor Drive
SheboyganWI 53081
Phone: 920-321-0321
Fax: 920-321-1917
Toll-Free: 888-574-8833
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Mission Statement

 

One of the good things about being independent is the ability for us to chose from a wide variety of products to help fit our clients needs without having to sell a product to clients. Working with Raymond James gives us access to a wide breath of knowledge and products.  Raymond James has a number of specialized people that work in the areas of; investment planning, tax planning, insurance planning, estate planning and retirement planning to mention a few.

Our approach to investing is straightforward: we like to focus on working with clients to become their partner to build a financial future they desire.  As we work together, we will hope to simplify their lives. Every decision we make is focused on achieving the clients results.

We try to help our clients achieve financial independence through thoughtful professional advice, sound risk management, quality investment products and personal,efficient service. We like to make sure that our clients get answers to their questions promptly. We pride ourselves in giving the best customer service possible. Often we find that we have the ability to understand clients situations and offer financial guidance to help them reach their goals.

We strive to give the service that most clients should receive but often don't!

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Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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