Springfield Missouri Financial Advisor

Phone : (417) 887-1272

E-mail : info@holmes-griffeth.com

missouri financial advisor

Welcome to the Holmes & Griffeth Website!

We are a diverse group of professionals who share the common goal of financial wellness for our clients. What does financial wellness mean? The simplest answer is: It’s a four step process that starts with “providing the right strategy” for a client’s situation. We take the time to get to know our clients and determine what their goals, dreams and necessities are as well as their investment time horizon and risk tolerance. Through research and further discussion, we individualize the investment plan to help toward meeting their goals, dreams and necessities. Take the time to browse our website, and if you have questions or comments, feel free to contact us.

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Services

We offer a number of professional services and solutions for our clients. Some of our services include:

  • Retirement Planning
    We offer a review of your retirement plan and identify areas where our firm can assist in providing confidence to your financial plan, at a comfortable risk level.
  • Insurance Services
    We offer experience and knowledge in the insurance industry to best help you in establishing a plan that fits your needs and goals.
  • Estate Planning
    In conjunction with our referred legal and tax professional advisors, we will work with you to determine that your estate planning needs are properly addressed.
  • Financial Wellness
    Just like an apple a day can keep the doctor away, seeing a qualified advisor can help verify that your financial health is on the right track for your retirement future.

© Copyright 2012 Holmes & Griffeth All rights reserved. | Website Design by Financial Advisor Marketing
Jim A. Holmes, Deanna Holmes and Brian Standage are Investment Advisor Representatives of, and securities are offered through, USA Financial Securities Corporation, Member FINRA/SIPC. (www.finra.org). 
A Registered Investment Advisor. 6020 E. Fulton St., Ada, MI 49301. Holmes & Griffeth, Inc. is not affiliated with USA Financial Securities.

Jimmy Holmes, Deanna Holmes, and Brian Standage are authorized to transact securities related business and investment advisory services only in states where he is properly registered.
For investment products and services these states include: AR, AZ, CA, CO, FL, GA, HI, IL, MI, MO, NC, OK and TX. For investment advisory services these states include: AR, CA, FL, GA, MO, OK, and TX.
Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.