Mary Holtz
Financial Advisor
State(s) Licensed: AZ, CO, MN, ND, SD
Phone: 701-640-4363
Address:
1112 1st Ave N
Wheaton, MN 56296
State(s) Licensed: AZ, CO, MN, ND, SD
Let's put your plans in motion, proudly serving Wheaton, Wahpeton, Fargo/Moorhead and surrounding areas.
I am passionate about helping people make informed decisions in their financial lives. Whether it's life insurance plans, Medicare or retirement strategies, I love the conversations. I offer personal finance planning to people that have pieces of their puzzle in multiple spots. We work side by side to bring clarity and confidence for their future.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Wheaton Office
- Phone:
- 701-640-4363
Hours
M – F: 9 a.m. – 5 p.m.
Address
1112 1st Ave N
Wheaton, MN 56296