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

Reviews

• GP

  Gregory Parks

  Jun 27, 2023
  5.0
  Torsten and his team are truly exceptional! Over the years, we have relied on Torsten's counsel and he has consistently proven himself to be easily accessible, accommodating appointments according to our needs and dedicating as much time as required. He remains consistently up-to-date with market conditions, offering us invaluable advice to optimize our retirement savings. With complete confidence, we can attest that Torsten genuinely prioritizes our financial well-being. We feel at ease recommending Torsten to our loved ones and friends, knowing they will receive the same outstanding level of service.
• JS

  James Smith

  Oct 8, 2020
  5.0
  The measure of an investment advisor isn’t how much you make in a great market, it’s how little you lose in a bad market. Torsten Holmes has handled my investments for over 10 years. Through the rough times of 2008-2009 and the spring of 2020, I lost a fraction of what my friends did and recovered it all and more very quickly. The investment plan Torsten put together for my wife and my retirement is working beautifully and we have no worries about running out of money. He does all the work and we have regular update meetings to make sure we are on track. And the fees are very small for the results. We didn’t want to retire from one job, just to take on the job of managing, researching and worrying about our financial future. Using Torsten is no doubt the best retirement decision we ever made.
• KB

  Karen Beaty

  Oct 5, 2017
  5.0
  Torsten has been our financial advisor for over 10 years and he is wonderful, thoughtful, and well advised on all aspects of finances. He has helped us tremendously.
• BA

  Bret Aylor

  Sep 30, 2017
  5.0
  With Torsten's guidance over the last eight years, my goal of early retirement is within reach. We discussed my risk tolerance and Torsten created a plan that I was comfortable with. He keeps in contact and always takes my calls. I consider him a partner in achieving my financial goals. I would recommend Torsten to anyone looking to grow their portfolio.
• 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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