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Welcome to Seeman Holtz
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.
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.
This opportunity to acknowledge the help and guidance of Michael Taylor comes at a special time.
Michael has worked with our family for years. Now my husband has passed. Michael continues to explain and recommend. We have done well with his guidance.
I appreciate the periodic reviews and feel up to date on new issues. There are mounds of paperwork. Michael offers suggestions and full explanations for any questions.
He has included my children’s welfare in estate plans and legacies.
Michael Taylor is a trusted advisor.
Dear Mr. Holtz,
I have been a client of Seeman Holtz for the past 12 years. Michael Taylor has been kind enough to come to my home for quarterly updates.
Michael is quite a unique individual. He has gone above and beyond what is expected of him in his job. He helped me when I needed to cash out my life insurance policy, helped contact my long term care carrier for information, and even offered to be my wife’s helper should I become incapacitated– quite reassuring since I am 86 years old and all our family resides in New Jersey. She would be lost without help & he has refused any recompense.
I felt you should be aware of what a fine gentleman you have in your employ.
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Jason Sussman is a very professional young gentleman and made all the arrangements to go ahead with our plans. He is prompt, friendly and to the point. My wife and I have a great deal of confidence in his suggestions and recommend him as a very competent personal financial advisor. Sincerely yours, Chief Robert P.
I have been privileged to have Jason Sussman advise me on financial planning and products over the past eight years. I have always found him to be knowledgeable, trustworthy, courteous, and very prompt and thorough in responding to my financial needs. Sincerely, Anita S.
Jason Sussman has been our Financial Advisor for many years and we rely on his advice for all things related to our financial positions and money matters. In addition to being our Financial Advisor, Jason has become a very good personal friend, and we consider him to be very truthful and trustworthy. We can say […]
“I have had some wonderful experiences with them. It has just been a very pleasant experience. Not what you are always thinking of when you are dealing with insurance companies or brokerages. . . any question I ask always comes out with a very good answer that I understand. . . they are always there […]