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                              Stay connected to all the goings-on at Holmes Financial. Opt-in to receive special promos, coupons, and event information via text alerts on your mobile phone. Text "Holmes" to 71441 today!

                              Now thru November 21, we're giving away Turkeys! Send us your "Holmes" text and you will be automatically entered in the drawing to win a holiday turkey just in time for Thanksgiving. Click Here for more details.

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                              Welcome to Holmes Financial!
                              Your Neighborhood Finance Experts...

                              New to Holmes Financial? Well, let us introduce ourselves. Holmes Financial has been serving the needs of individuals, businesses, and investors throughout Southern California for over ten years. We have six offices to serve you with planned expansion continuing through 2012. As a one-stop shop financial center, we offer a diverse lineup of services that include Personal and Business Tax Planning & Prep; Life, Health, and Disability Insurance; Auto & Home Insurance; Real Estate and Real Property Investment services; Retirement and College Planning; as well as short-term and long-term financial planning.

                              Are you a small business or corporate client? Our lineup of business services and packages includes affordable healthcare plans for your employees, offsite and onsite specialized services, retirement planning and business protection products. If you're a startup or entrepreneur we can also help you with planning and structuring your business for financial success.  Click here to learn more about our Small Business and Corporate Benefits solutions programs.

                              Have a question about your personal financial matters? Want simplified help on putting together a household budget or saving for your kids college? We've put together a Learning Center where you can find useful information, tools, and access resources that you can use to get your finances in order. You can even ask our team of specialists a question and we will directly respond.




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                              Client Newsletter

                              may_2012.pdf
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                              Read ECONOMY AT A GLANCE
                              Presented by Our Financial Partner

                              Child Finances

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