Mary Holtz
Financial Advisor
State(s) Licensed: AZ, CO, MN, ND, SD
Phone: 701-640-4363
Address:
411 Nebraska Ave.
Breckenridge, MN 56520
State(s) Licensed: AZ, CO, MN, ND, SD
Let's put your plans in motion, proudly serving Breckenridge, 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
Breckenridge Office
- Phone:
- 701-640-4363
Hours
M – F: 9 a.m. – 5 p.m.