Welcome to Seeman Holtz

Corporate Headquarters in Boca Raton, Florida, Local Offices Across The Country.

A leader in pre and post retirement planning.

It’s time to find out how a relationship with a client-focused trusted advisor is supposed to feel like. Our best clients are those that make their own decisions and are simply looking for good advice that they can understand. Take a moment to explore our website, then contact us to find out why more than 85% of our business comes from existing clients. We are the leaders in pre and post retirement financial planning.

Meet Our Team

Get to know each of our advisors and then find out how we can help you complete your comprehensive planning.

CLICK TO LEARN MORE ABOUT OUR TEAM
Have you seen our latest video? Visit our video library
Dear Eric,

Too often people may have complaints, but it’s nice to hear good reports about your representatives.

I just want you to know, after dealing with your firm for many years, that we have an excellent relationship with Michael Taylor. He is knowledgeable about the products he presents and gives us confidence in what he tells us. We feel he can be trusted, and [he] tries to guide us in our investments. Michael is very pleasant and an asset to your firm. You should be proud to have him representing Seeman Holtz. He is deserving of this compliment.

CLICK TO READ MORE TESTIMONIALS

Order Free Publications

Stay up to date and inform yourself with our latest FREE publications about retirement planning and many other interesting topics.

Click here to request your free publications now!

Latest Blog Post

GET AN INSURANCE QUOTE
CLICK HERE FOR YOUR FREE QUOTE