Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS®

Reviews

• YK

  Yuval Kavosh

  Jun 30, 2025
  5.0
  Working with Torsten Holmes has been one of the best financial decisions I’ve made. From our very first meeting, he took the time to understand my goals, concerns, and financial situation in detail. What impressed me most was how he was able to explain complex financial concepts in a way that was clear, thoughtful, and easy to understand. He created a personalized financial plan tailored to my needs and consistently followed up with actionable advice and adjustments along the way. I truly feel more confident and secure about my financial future thanks to his guidance. Beyond the technical knowledge, Torsten Holmes brings a level of care and integrity that is rare. I never felt like just another client—instead, I felt like a valued partner in my own financial journey. If you’re looking for a financial advisor who is trustworthy, professional, and genuinely committed to your success, I can’t recommend Torsten Holmes highly enough. I’m incredibly grateful for the support and expertise he continues to provide.
• KW

  Kerrie Washington

  Aug 3, 2018
  5.0
  Torsten is a true gem. His knowledge and professionalism are unparalleled, and he has the patience of a saint! I know this to be true given that I have lots of questions, some of which are repeat questions in my efforts to ensure that I have the correct understanding. Torsten always answers me directly, with no "fluff" and ensures that I am fully informed. He is always on time and prepared for our meetings, responds to every message/phone call, and has given me nothing but the best advice regarding my finances. I also have to note that Gwen and the rest of Torsten's team are truly amazing as they've been extremely kind and professional ever since day. I feel 100% confident and secure in having Torsten as my financial advisor. That being said, if you're pondering contacting him - go ahead and make the move. It's surely a decision you'll be glad to have made!
• MW

  Mere W.

  May 22, 2018
  5.0
  I've worked with Torsten for over 10 years, and I highly, highly recommend him. His breadth of knowledge, insights and problem-solving skills have been invaluable as I've moved through various life periods and goals. Further, he is able to communicate each component of financial strategies in understandable, but thorough terms. Finally he and Gwen, his office manager, are *incredibly* responsive, and return calls and emails very quickly.
• GM

  GLENN MOORE

  Sep 26, 2017
  5.0
  Torsten Holmes is an incredible financial advisor. I met Torsten about two years ago and ask him to look after my portfolio. I was so pleased with his performance that I ask him to look after my children's portfolios and that of good friend. All have been very satisfied . Torsten not only is a dedicated financial advisor,he takes the time to listen to you. By in large, the investment bankers I have dealt with in the past have taken my money and told me what they were going to do with it. Torsten asked me what I would like for him to do for me. That impressed me. Glenn Moore
• CE

  Christian Elmaalouf

  Sep 21, 2017
  5.0
  Not to go into great details, Torsten and Gwen, you define AWESOMENESS. Thank you for everything. Love you both :)

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