Seeman Holtz has provided us a serious menu of financial opportunities and our goal has been income and stability. Marnie McGrath has guided us with personal and very professional advice down this path. To date we are quite pleased to have Seeman Holtz as our financial advisor. Alan & Laura S.
It's nice to know that someone out there places your interests about his/hers. This is how we feel about Marnie McGrath. We have never thought that her advice was self-centered and knew that what she recommended was for our own benefit as opposed to her financial gain. Ted and Rosalie K.
Eric and Marshal, Earlier today I met with Paul Kapela and my parents. Paul did a great job of handling this meeting with grace and professionalism. His efforts are truly appreciated. -Micky G.
I am working with David Mead and Seeman Holtz. With over 30 years employment in this industry and over 20 years as an industry arbitrator, I recognize and appreciate ther positive professionalism. Also of note are the courtesies extended by advisor David Mead and managment - Eric Holtz -Robert H.
Steve Fedders was professional and patient with a good sense of humor Charles P.