Aaron Holder
Owner and Principal Advisor at Legacy Retirement & Investment Services | San Antonio, Texas, United States
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Aaron Holder serves as the Owner and Principal Advisor at Legacy Retirement & Investment Services, where he leverages his extensive expertise in investments, portfolio management, and retirement planning to guide clients toward achieving their financial goals. With a strong foundation as a Certified Financial Planner, Aaron specializes in wealth management and individual pension plans, ensuring that each client receives tailored strategies that align with their unique circumstances and aspirations.
At Legacy Retirement & Investment Services, Aaron is currently spearheading several key projects aimed at enhancing client engagement and financial literacy. One notable initiative is the development of comprehensive retirement planning workshops that empower individuals to understand the intricacies of wealth accumulation and longevity. These workshops not only cover essential topics such as risk management and investment strategies but also foster a community of informed investors who can make sound financial decisions.
Aaron's commitment to exceptional customer service sets him apart in the industry. He believes that building lasting relationships with clients is paramount, and he takes the time to listen to their concerns and aspirations. This client-centric approach has resulted in a loyal clientele that trusts Aaron to navigate the complexities of their financial futures.
As a thought leader in the retirement and investment sector, Aaron Holder is dedicated to staying ahead of industry trends and regulatory changes, ensuring that his clients benefit from the most current and effective strategies. His passion for helping others achieve financial independence drives his work at Legacy Retirement & Investment Services, making him a trusted advisor in the realm of wealth management.
Owner and Principal Advisor at Legacy Retirement & Investment Services in February 2016 to Present
Registered Representative at The Legend Group in December 2014 to February 2016
Financial Planner at Williams & Company Financial Services, LLC in December 2014 to February 2016
Investment Advisor Representative at Legend Advisory Corporation in December 2014 to February 2016
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Investments
Portfolio Management
Risk Management
Customer Service
Insurance
Wealth Management
Individual Pension Plans
Certified Financial Planner
Social Security
Retirement Income Strategies
Retirement Planning
Distribution Strategies
Wealth Accumulation
College Savings Plans
College Education Planning
Financial Strategy
Life Transitions
Qualified Retirement Plans
Longevity
Long-term Care
Disability Insurance
403 b
Personal Tax Planning
Tax Reduction
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What is Aaron Holder email address?
Email Aaron Holder at [email protected] and [email protected]. This email is the most updated Aaron Holder email found in 2026.
What is Aaron Holder phone number?
Aaron Holder phone number is +12104739287 and +15124846226.
How to contact Aaron Holder?
To contact Aaron Holder send an email to [email protected] or [email protected]. If you want to call Aaron Holder try calling on +12104739287 and +15124846226. (updated on November 04, 2024)
What is Aaron Holder net worth?
Aaron Holder has an estimated net worth of $375,000 to $499,999
What company does Aaron Holder work for?
Aaron Holder works for Legacy Retirement & Investment Services
What is Aaron Holder's role at Legacy Retirement & Investment Services?
Aaron Holder is Owner and Principal Advisor
What industry does Aaron Holder work in?
Aaron Holder works in the Financial Services industry.
Aaron Holder Email Addresses
Aaron Holder Phone Numbers
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