Topline | Gary C. Holvick Jr. Msfs, Cfp, Clu, Chfc, Ricp, Cexp, Cepa -

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Gary C. Holvick Jr. Msfs, Cfp, Clu, Chfc, Ricp, Cexp, Cepa

Founder, CEO & Chief Strategist at Advanced Business Partners LLC

Intro Book

Seasoned financial expert and wealth management professional with extensive experience in financial planning and leadership.

Claim this Profile

Location

Fenton, Michigan, United States, US

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Gary has 16+ years of experience in wealth management and financial planning, which is a high level of expertise. He has founded and led a financial planning firm, and held senior roles at Northwestern Mutual, which adds to his credibility. His education, including a B.A. in Finance and an MFS degree, is also a strong indicator of his qualifications. Location is Fenton, Michigan, which is not a major financial hub, but still has a decent cost of living. Considering his experience, education, and credentials, I would estimate his hourly rate to be around $250, which is slightly below the national average for financial planners with similar experience and credentials. However, this is still a reasonable estimate, given his level of expertise and the fact that he is not a Wall Street professional.

Bio

Generated by

Topline AI

Gary C. Holvick Jr., Msfs, Cfp, Clu, Chfc, Ricp, Cexp, Cepa, is a seasoned financial expert with 16+ years of experience in wealth management and financial planning. He has founded and led Advanced Business Partners LLC, a comprehensive fee-based financial planning firm, and has held senior roles at Northwestern Mutual. Gary holds a B.A. in Finance from the University of Colorado Boulder and an MFS degree from the American College.

Experience

Advanced Business Partners LLC
- United States
- Founder, CEO & Chief Strategist
  - Nov 2015 - Present
  - United States
  H & A Advanced Business Partners LLC. is a comprehensive fee based financial planning firm specializing in the creation of tax efficient plans for business owners and other professionals. We pride ourselves on utilizing our deep knowledge and understanding of the financial landscape, coupled with our innovative planning process to customize our clients’ ideal financial plan.Securities and investment advisory services offered through Osaic Wealth Inc. member FINRA/SIPC. Osaic Wealth Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth Inc. Please visit our website for additional disclosures. http://www.holvickandassociates.com//
Northwestern Mutual

United States

Financial Services

700 & Above Employee
- Wealth Management Advisor
  
  1999 - Nov 2015
- Managing Director
  
  Mar 2009 - Dec 2014

Education

University of Colorado Boulder
B.A.
American College for Masters of Financial Services
Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Gary C. Holvick Jr. Msfs, Cfp, Clu, Chfc, Ricp, Cexp, Cepa

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate