Holmes and Associates Financial Services, LLC is a trusted financial firm located in Rockville, MD. Led by Karen Holmes, MBA, CPA, CFP, and Alvin Hailstorks, MBA, CFP, their team specializes in providing tax optimized wealth creation, wealth preservation, and sustainable retirement income solutions for individuals and small business owners. With a focus on open communication and understanding clients' goals, they offer customized wealth management strategies to help clients gain confidence and pursue their passions.
As licensed professionals, Holmes and Associates Financial Services offers securities and investment advice in multiple states, including Colorado, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Texas, and Virginia. They are affiliated with LPL Financial, a Registered Investment Advisor, ensuring their clients receive comprehensive and reliable financial services.
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